Uptown Financial Advisors’s CoreWeave CRWV Stock Holding History

Uptown 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	–	Sell	-4,000	Closed	-$310K	–	90
2026 Q1	$310K	Sell	4,000 -12,000	-75%	-$1.04M	0.25%	56
2025 Q4	$1.15M	Sell	16,000 -800	-5%	-$81.1K	0.82%	24
2025 Q3	$2.3M	Buy	16,800 +15,300	+1,020%	+$1.81M	1.89%	16
2025 Q2	$245K	Buy	+1,500	New	+$138K	0.21%	65

Other funds holding CRWV

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return