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Wealthspire Advisors (New York)’s CoreWeave CRWV Stock Holding History

Wealthspire Advisors (New York)’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 		$644K Buy
+6,474
New +$699K ﹤0.01% 701
2025
Q4 		– Sell
-242
Closed -$33.1K – 3052
2025
Q3 		$33.1K Buy
+242
New +$28.6K ﹤0.01% 1409

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NC
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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
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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

Wealthspire Advisors (New York)'s CRWV Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in CoreWeave (CRWV) in Q2 2026: 6,474 shares worth $644K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in CRWV as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in CRWV in Q3 2025 and has held it in 2 quarters since. 973 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Wealthspire Advisors (New York) held 6,474 shares of CoreWeave worth $644K as of Q2 2026.
  • CoreWeave was a new Wealthspire Advisors (New York) position in Q2 2026.
  • CoreWeave made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #701 holding.
  • Wealthspire Advisors (New York) first reported a position in CoreWeave in Q3 2025 and has held it in 2 quarters since.
  • 973 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.