WIM
CRWV icon

WealthPlan Investment Management’s CoreWeave CRWV Stock Holding History

WealthPlan Investment Management’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 		$264K Sell
2,650
-123
-4% -$13.3K 0.01% 412
2026
Q1 		$215K Buy
+2,773
New +$241K 0.01% 440

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
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

WealthPlan Investment Management's CRWV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its CoreWeave (CRWV) stake by 4.4% in Q2 2026, selling an estimated $13.3K and leaving 2,650 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #412.

WealthPlan Investment Management first reported a position in CRWV in Q1 2026 and has held it in 2 quarters since. 973 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • WealthPlan Investment Management held 2,650 shares of CoreWeave worth $264K as of Q2 2026.
  • WealthPlan Investment Management sold 123 CoreWeave shares in Q2 2026, an estimated $13.3K.
  • CoreWeave made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #412 holding.
  • WealthPlan Investment Management first reported a position in CoreWeave in Q1 2026 and has held it in 2 quarters since.
  • 973 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.