Visionary Wealth Advisors’s CoreWeave CRWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$520K Sell
5,227
-188
-3% -$20.3K 0.02% 417
2026
Q1
$420K Buy
5,415
+1,889
+54% +$164K 0.02% 444
2025
Q4
$252K Buy
+3,526
New +$357K 0.01% 540

Other funds holding CRWV

Visionary Wealth Advisors's CRWV Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its CoreWeave (CRWV) stake by 3.5% in Q2 2026, selling an estimated $20.3K and leaving 5,227 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #417.

Visionary Wealth Advisors first reported a position in CRWV in Q4 2025 and has held it in 3 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Visionary Wealth Advisors held 5,227 shares of CoreWeave worth $520K as of Q2 2026.
  • Visionary Wealth Advisors sold 188 CoreWeave shares in Q2 2026, an estimated $20.3K.
  • CoreWeave made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #417 holding.
  • Visionary Wealth Advisors first reported a position in CoreWeave in Q4 2025 and has held it in 3 quarters since.
  • 969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.