Whalen Wealth Management’s CoreWeave CRWV Stock Holding History

Whalen Wealth 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
2025 Q4	–	Sell	-2,705	Closed	-$370K	–	256
2025 Q3	$370K	Buy	+2,705	New	+$320K	0.22%	112

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

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

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return

Whalen Wealth Management's CRWV Position: Q4 2025 in Review

Whalen Wealth Management sold out of CoreWeave (CRWV) in Q4 2025, closing a stake of 2,705 shares — an estimated $370K sold.

Whalen Wealth Management first reported a position in CRWV in Q3 2025 and held it in 1 quarter. The position peaked at $370K in Q3 2025. 726 funds tracked by Wall St. Rank hold CRWV as of Q4 2025.

Whalen Wealth Management reported no remaining CoreWeave position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 2,705 CoreWeave shares in Q4 2025, an estimated $370K.
Whalen Wealth Management first reported a position in CoreWeave in Q3 2025 and held it in 1 quarter.
Whalen Wealth Management's CoreWeave position peaked at $370K in Q3 2025.
726 funds tracked by Wall St. Rank held CoreWeave as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.