United Advisor Group’s CoreWeave CRWV Stock Holding History

United Advisor Group’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
2026 Q1	$1.19M	Buy	15,307 +10,739	+235%	+$932K	0.15%	168
2025 Q4	$327K	Buy	4,568 +1,931	+73%	+$196K	0.04%	358
2025 Q3	$361K	Buy	+2,637	New	+$312K	0.05%	324

Other funds holding CRWV

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

United Advisor Group's CRWV Position: Q1 2026 in Review

United Advisor Group increased its CoreWeave (CRWV) stake by 235% in Q1 2026, buying an estimated $932K and bringing the position to 15,307 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #168.

United Advisor Group first reported a position in CRWV in Q3 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

United Advisor Group held 15,307 shares of CoreWeave worth $1.19M as of Q1 2026.
United Advisor Group bought 10,739 CoreWeave shares in Q1 2026, an estimated $932K.
CoreWeave made up 0.15% of United Advisor Group's portfolio in Q1 2026, its #168 holding.
United Advisor Group first reported a position in CoreWeave in Q3 2025 and has held it in 3 quarters since.
775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.