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 Q2	$1.42M	Sell	14,284 -1,023	-7%	-$110K	0.15%	161
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 $11B AUM 3.37% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

United Advisor Group's CRWV Position: Q2 2026 in Review

United Advisor Group reduced its CoreWeave (CRWV) stake by 6.7% in Q2 2026, selling an estimated $110K and leaving 14,284 shares worth $1.42M. The position accounts for 0.15% of the portfolio, ranked #161.

United Advisor Group first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

United Advisor Group held 14,284 shares of CoreWeave worth $1.42M as of Q2 2026.
United Advisor Group sold 1,023 CoreWeave shares in Q2 2026, an estimated $110K.
CoreWeave made up 0.15% of United Advisor Group's portfolio in Q2 2026, its #161 holding.
United Advisor Group first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.