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 $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.