Position in CRWV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,532
+$11,453 QoQ
Shares Held
146
+239.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#867
of 963 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Concord Wealth Partners holds $16,435,763 across 17 Software - Infrastructure names. CRWV ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,122 | $14,220,268 | |
| 2 | ORCL |
Oracle Corp
|
8,776 | $1,286,122 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,904 | $688,819 | |
| 4 | PANW |
Palo Alto Networks Inc
|
312 | $106,398 | |
| 5 | APPN |
Appian Corp
|
3,014 | $69,020 | |
| 6 | VRSN |
Verisign Inc/Ca
|
119 | $29,935 | |
| 7 | CRWV |
CoreWeave, Inc.
This page
|
146 | $14,532 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
56 | $7,360 |
All Filings in CRWV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,532 | 146 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,079 | 43 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,884 | 43 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,011 | 43 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||