Wealth Enhancement Advisory Services
CRWV

Wealth Enhancement Advisory Services’s CoreWeave CRWV Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.99M Buy
67,366
+28,465
+73% +$3.07M 0.01% 907
2026
Q1 		$3.2M Sell
38,901
-39,571
-50% -$3.43M 0.01% 1139
2025
Q4 		$6.12M Buy
78,472
+30,968
+65% +$3.14M 0.01% 921
2025
Q3 		$6.12M Buy
47,504
+24,372
+105% +$2.88M 0.01% 852
2025
Q2 		$3.82M Buy
+23,132
New +$2.13M 0.01% 1018

Other funds holding CRWV

CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's CRWV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CoreWeave (CRWV) stake by 73% in Q2 2026, buying an estimated $3.07M and bringing the position to 67,366 shares worth $5.99M. The position accounts for 0.01% of the portfolio, ranked #907.

Wealth Enhancement Advisory Services first reported a position in CRWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.12M in Q3 2025. 150 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 67,366 shares of CoreWeave worth $5.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 28,465 CoreWeave shares in Q2 2026, an estimated $3.07M.
  • CoreWeave made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #907 holding.
  • Wealth Enhancement Advisory Services first reported a position in CoreWeave in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's CoreWeave position peaked at $6.12M in Q3 2025.
  • 150 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.