Planning Strategies Inc.’s CoreWeave CRWV Stock Holding History

Planning Strategies Inc.’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	$1.09K	Buy	+11	New	+$1.19K	﹤0.01%	730

Other funds holding CRWV

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s CRWV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in CoreWeave (CRWV) in Q2 2026: 11 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings.

311 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Planning Strategies Inc. held 11 shares of CoreWeave worth $1.09K as of Q2 2026.
CoreWeave was a new Planning Strategies Inc. position in Q2 2026.
CoreWeave made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #730 holding.
311 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.