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Whitaker-Myers Wealth Managers’s CoreWeave CRWV Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		$1.74M Sell
19,920
-2,378
-11% -$203K 0.28% 51
2026
Q2 		$2.22M Buy
+22,298
New +$2.41M 0.37% 49

Other funds holding CRWV

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CRWV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its CoreWeave (CRWV) stake by 11% in Q3 2026, selling an estimated $203K and leaving 19,920 shares worth $1.74M. The position accounts for 0.28% of the portfolio, ranked #51.

Whitaker-Myers Wealth Managers first reported a position in CRWV in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.22M in Q2 2026. 65 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 19,920 shares of CoreWeave worth $1.74M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 2,378 CoreWeave shares in Q3 2026, an estimated $203K.
  • CoreWeave made up 0.28% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #51 holding.
  • Whitaker-Myers Wealth Managers first reported a position in CoreWeave in Q2 2026 and has held it in 2 quarters since.
  • Whitaker-Myers Wealth Managers's CoreWeave position peaked at $2.22M in Q2 2026.
  • 65 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.