AWM
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Accel Wealth Management’s CrowdStrike CRWD Stock Holding History

Accel Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$433K Sell
2,272
-48
-2% -$6.82K 0.1% 174
2026
Q1 		$226K Buy
2,320
+156
+7% +$16.5K 0.06% 253
2025
Q4 		$254K Hold
2,164
– – 0.07% 229
2025
Q3 		$265K Buy
2,164
+52
+2% +$5.91K 0.08% 222
2025
Q2 		$269K Buy
+2,112
New +$229K 0.09% 206
2023
Q2 		– Sell
-2,828
Closed -$97K – 310
2023
Q1 		$97K Sell
2,828
-52
-2% -$1.5K 0.04% 342
2022
Q4 		$75.8K Sell
2,880
-2,020
-41% -$69.1K 0.04% 284
2022
Q3 		$214K Buy
4,900
+400
+9% +$18.3K 0.11% 154
2022
Q2 		$200K Sell
4,500
-280
-6% -$12.7K 0.11% 144
2022
Q1 		$272K Buy
4,780
+340
+8% +$15.8K 0.14% 124
2021
Q4 		$227K Buy
4,440
+2,240
+102% +$136K 0.11% 150
2021
Q3 		$135K Hold
2,200
– – 0.09% 182
2021
Q2 		$138K Sell
2,200
-100
-4% -$5.38K 0.09% 194
2021
Q1 		$105K Buy
2,300
+1,540
+203% +$81.5K 0.09% 208
2020
Q4 		$40K Buy
+760
New +$29.6K 0.04% 336

Other funds holding CRWD

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accel Wealth Management's CRWD Position: Q2 2026 in Review

Accel Wealth Management reduced its CrowdStrike (CRWD) stake by 2.1% in Q2 2026, selling an estimated $6.82K and leaving 2,272 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #174.

Accel Wealth Management first reported a position in CRWD in Q4 2020 and has held it in 15 quarters since. 992 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Accel Wealth Management held 2,272 shares of CrowdStrike worth $433K as of Q2 2026.
  • Accel Wealth Management sold 48 CrowdStrike shares in Q2 2026, an estimated $6.82K.
  • CrowdStrike made up 0.1% of Accel Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Accel Wealth Management first reported a position in CrowdStrike in Q4 2020 and has held it in 15 quarters since.
  • 992 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.