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Arista Wealth Management’s CrowdStrike CRWD Stock Holding History

Arista 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 		– Sell
-2,400
Closed -$234K – 273
2026
Q1 		$234K Sell
2,400
-132
-5% -$14K 0.03% 227
2025
Q4 		$297K Hold
2,532
– – 0.04% 207
2025
Q3 		$310K Buy
+2,532
New +$288K 0.04% 202

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

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

Arista Wealth Management sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 2,400 shares — an estimated $234K sold.

Arista Wealth Management first reported a position in CRWD in Q3 2025 and held it in 3 quarters. The position peaked at $310K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Arista Wealth Management reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • Arista Wealth Management sold 2,400 CrowdStrike shares in Q2 2026, an estimated $234K.
  • Arista Wealth Management first reported a position in CrowdStrike in Q3 2025 and held it in 3 quarters.
  • Arista Wealth Management's CrowdStrike position peaked at $310K in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.