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
2025
Q3 		– Sell
-400
Closed -$105 – 2303
2025
Q2 		$105 Buy
+400
New +$43.4K ﹤0.01% 2136

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

AE Wealth Management increased its CrowdStrike (CRWD) stake by 8.2% in Q2 2026, buying an estimated $656K and bringing the position to 60,804 shares worth $11.6M. The position accounts for 0.05% of the portfolio, ranked #282.

AE Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 26 quarters since. The position peaked at $18M in Q4 2023. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • AE Wealth Management held 60,804 shares of CrowdStrike worth $11.6M as of Q2 2026.
  • AE Wealth Management bought 4,616 CrowdStrike shares in Q2 2026, an estimated $656K.
  • CrowdStrike made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #282 holding.
  • AE Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 26 quarters since.
  • AE Wealth Management's CrowdStrike position peaked at $18M in Q4 2023.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.