AWM
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AE Wealth Management’s CrowdStrike CRWD Stock Holding History

AE 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
Q1 		$5.48M Sell
56,188
-6,772
-11% -$718K 0.03% 396
2025
Q4 		$7.38M Sell
62,960
-14,688
-19% -$1.87M 0.04% 337
2025
Q3 		$9.52M Buy
77,648
+21,328
+38% +$2.42M 0.06% 275
2025
Q2 		$7.17M Buy
56,320
+10,948
+24% +$1.19M 0.05% 303
2025
Q1 		$4M Buy
45,372
+3,636
+9% +$346K 0.03% 388
2024
Q4 		$3.57M Buy
41,736
+11,004
+36% +$915K 0.03% 407
2024
Q3 		$2.15M Buy
30,732
+2,928
+11% +$208K 0.02% 511
2024
Q2 		$2.66M Buy
27,804
+13,052
+88% +$1.09M 0.03% 456
2024
Q1 		$1.18M Sell
14,752
-232,880
-94% -$17.8M 0.01% 621
2023
Q4 		$18M Buy
247,632
+141,448
+133% +$7.41M 0.09% 257
2023
Q3 		$4.44M Sell
106,184
-3,268
-3% -$127K 0.03% 577
2023
Q2 		$4.02M Buy
109,452
+35,844
+49% +$1.25M 0.02% 609
2023
Q1 		$2.53M Buy
73,608
+41,440
+129% +$1.2M 0.02% 715
2022
Q4 		$847K Sell
32,168
-24,644
-43% -$843K 0.01% 1051
2022
Q3 		$2.34M Sell
56,812
-18,868
-25% -$863K 0.02% 646
2022
Q2 		$3.19M Sell
75,680
-368
-0.5% -$16.7K 0.03% 525
2022
Q1 		$4.32M Sell
76,048
-6,020
-7% -$280K 0.03% 486
2021
Q4 		$4.2M Buy
82,068
+24,392
+42% +$1.49M 0.03% 458
2021
Q3 		$3.54M Sell
57,676
-15,608
-21% -$1.01M 0.03% 463
2021
Q2 		$4.6M Sell
73,284
-16,000
-18% -$861K 0.04% 395
2021
Q1 		$4.07M Buy
89,284
+42,948
+93% +$2.27M 0.04% 363
2020
Q4 		$2.45M Sell
46,336
-7,088
-13% -$276K 0.03% 441
2020
Q3 		$1.83M Buy
53,424
+25,388
+91% +$740K 0.03% 452
2020
Q2 		$703K Sell
28,036
-652
-2% -$13.1K 0.01% 732
2020
Q1 		$399K Buy
+28,688
New +$405K 0.01% 759

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's CRWD Position: Q1 2026 in Review

AE Wealth Management reduced its CrowdStrike (CRWD) stake by 11% in Q1 2026, selling an estimated $718K and leaving 56,188 shares worth $5.48M. The position accounts for 0.03% of the portfolio, ranked #396.

AE Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 25 quarters since. The position peaked at $18M in Q4 2023. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • AE Wealth Management held 56,188 shares of CrowdStrike worth $5.48M as of Q1 2026.
  • AE Wealth Management sold 6,772 CrowdStrike shares in Q1 2026, an estimated $718K.
  • CrowdStrike made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #396 holding.
  • AE Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 25 quarters since.
  • AE Wealth Management's CrowdStrike position peaked at $18M in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.