Accurate Wealth Management’s CrowdStrike CRWD Stock Holding History

Accurate 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	$366K	Buy	+7,820	New	+$1.11M	0.03%	414
2025 Q3	–	Sell	-3,636	Closed	-$443K	–	495
2025 Q2	$443K	Sell	3,636 -3,976	-52%	-$431K	0.07%	277
2025 Q1	$719K	Buy	+7,612	New	+$725K	0.14%	154
2024 Q3	–	Sell	-5,280	Closed	-$498K	–	381
2024 Q2	$498K	Buy	5,280 +1,308	+33%	+$109K	0.12%	164
2024 Q1	$281K	Buy	3,972 +260	+7%	+$19.9K	0.08%	223
2023 Q4	$264K	Buy	+3,712	New	+$194K	0.08%	221
2023 Q1	–	Sell	-1,580	Closed	-$37.8K	–	500
2022 Q4	$37.8K	Buy	+1,580	New	+$54.1K	0.01%	525

Other funds holding CRWD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

Accurate Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 7,820 shares worth $366K. The stake represents 0.03% of the portfolio and ranks #414 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in CRWD as recently as Q2 2025.

Accurate Wealth Management first reported a position in CRWD in Q4 2022 and has held it in 7 quarters since. The position peaked at $719K in Q1 2025. 363 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Accurate Wealth Management held 7,820 shares of CrowdStrike worth $366K as of Q2 2026.
CrowdStrike was a new Accurate Wealth Management position in Q2 2026.
CrowdStrike made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #414 holding.
Accurate Wealth Management first reported a position in CrowdStrike in Q4 2022 and has held it in 7 quarters since.
Accurate Wealth Management's CrowdStrike position peaked at $719K in Q1 2025.
363 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.