UCFA
CRWV

United Capital Financial Advisors’s CoreWeave CRWV Stock Holding History

United Capital Financial Advisors’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 		$940K Buy
9,444
+738
+8% +$79.7K 0.01% 821
2026
Q1 		$674K Buy
8,706
+677
+8% +$58.8K ﹤0.01% 923
2025
Q4 		$575K Buy
+8,029
New +$814K ﹤0.01% 915

Other funds holding CRWV

MF
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NC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
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 Capital Financial Advisors's CRWV Position: Q2 2026 in Review

United Capital Financial Advisors increased its CoreWeave (CRWV) stake by 8.5% in Q2 2026, buying an estimated $79.7K and bringing the position to 9,444 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #821.

United Capital Financial Advisors first reported a position in CRWV in Q4 2025 and has held it in 3 quarters since. 965 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • United Capital Financial Advisors held 9,444 shares of CoreWeave worth $940K as of Q2 2026.
  • United Capital Financial Advisors bought 738 CoreWeave shares in Q2 2026, an estimated $79.7K.
  • CoreWeave made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #821 holding.
  • United Capital Financial Advisors first reported a position in CoreWeave in Q4 2025 and has held it in 3 quarters since.
  • 965 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.