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James T. Borello RIA’s CoreWeave CRWV Stock Holding History

James T. Borello RIA’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 		$1.22K Sell
14
-29
-67% -$2.48K ﹤0.01% 981
2026
Q2 		$4.28K Buy
43
+2
+5% +$216 ﹤0.01% 825
2026
Q1 		$3.18K Buy
41
+30
+273% +$2.6K ﹤0.01% 858
2025
Q4 		$788 Sell
11
-18
-62% -$1.82K ﹤0.01% 891
2025
Q3 		$3.97K Buy
+29
New +$3.43K ﹤0.01% 526

Other funds holding CRWV

CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

James T. Borello RIA's CRWV Position: Q3 2026 in Review

James T. Borello RIA reduced its CoreWeave (CRWV) stake by 67% in Q3 2026, selling an estimated $2.48K and leaving 14 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

James T. Borello RIA first reported a position in CRWV in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.28K in Q2 2026. 111 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • James T. Borello RIA held 14 shares of CoreWeave worth $1.22K as of Q3 2026.
  • James T. Borello RIA sold 29 CoreWeave shares in Q3 2026, an estimated $2.48K.
  • CoreWeave made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #981 holding.
  • James T. Borello RIA first reported a position in CoreWeave in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's CoreWeave position peaked at $4.28K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.