Valmark Advisers’s CoreWeave CRWV Stock Holding History

Valmark Advisers’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 Q4	–	Sell	-1,488	Closed	-$204K	–	689
2025 Q3	$204K	Buy	+1,488	New	+$176K	﹤0.01%	637

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

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

PEAK6 Chicago, Illinois $48.6B AUM 40.56% 1-Year Est. Return

Valmark Advisers's CRWV Position: Q4 2025 in Review

Valmark Advisers sold out of CoreWeave (CRWV) in Q4 2025, closing a stake of 1,488 shares — an estimated $204K sold.

Valmark Advisers first reported a position in CRWV in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 730 funds tracked by Wall St. Rank hold CRWV as of Q4 2025.

Valmark Advisers reported no remaining CoreWeave position as of Q4 2025 after selling out during the quarter.
Valmark Advisers sold 1,488 CoreWeave shares in Q4 2025, an estimated $204K.
Valmark Advisers first reported a position in CoreWeave in Q3 2025 and held it in 1 quarter.
Valmark Advisers's CoreWeave position peaked at $204K in Q3 2025.
730 funds tracked by Wall St. Rank held CoreWeave as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.