Total Wealth Planning & Management’s CoreWeave CRWV Stock Holding History

Total Wealth Planning & Management’s Portfolio CRWV Stock Details CRWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$740K	Buy	+4,537	New	+$418K	0.6%	49

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Total Wealth Planning & Management's CRWV Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in CoreWeave (CRWV) in Q2 2025: 4,537 shares worth $740K. The stake represents 0.6% of the portfolio and ranks #49 among its holdings.

407 funds tracked by Wall St. Rank hold CRWV as of Q2 2025.

Total Wealth Planning & Management held 4,537 shares of CoreWeave worth $740K as of Q2 2025.
CoreWeave was a new Total Wealth Planning & Management position in Q2 2025.
CoreWeave made up 0.6% of Total Wealth Planning & Management's portfolio in Q2 2025, its #49 holding.
407 funds tracked by Wall St. Rank held CoreWeave as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.