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Atria Wealth Solutions’s CrowdStrike CRWD Stock Holding History

Atria Wealth Solutions’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
Q2 		$7.45M Sell
58,320
-70,172
-55% -$7.61M 0.17% 139
2025
Q1 		$11.3M Sell
128,492
-6,712
-5% -$639K 0.14% 159
2024
Q4 		$11.6M Buy
135,204
+17,512
+15% +$1.46M 0.13% 166
2024
Q3 		$8.25M Sell
117,692
-31,548
-21% -$2.24M 0.09% 234
2024
Q2 		$14.3M Buy
149,240
+7,824
+6% +$651K 0.16% 134
2024
Q1 		$11.3M Sell
141,416
-64,420
-31% -$4.93M 0.13% 174
2023
Q4 		$13.1M Buy
205,836
+76,744
+59% +$4.02M 0.16% 133
2023
Q3 		$5.4M Buy
129,092
+9,892
+8% +$384K 0.08% 269
2023
Q2 		$4.38M Buy
119,200
+144
+0.1% +$5.02K 0.06% 326
2023
Q1 		$4.09M Buy
119,056
+4,228
+4% +$122K 0.06% 312
2022
Q4 		$3.02M Buy
114,828
+4,824
+4% +$165K 0.05% 379
2022
Q3 		$4.53M Buy
110,004
+9,468
+9% +$433K 0.08% 249
2022
Q2 		$4.24M Buy
100,536
+10,104
+11% +$457K 0.08% 260
2022
Q1 		$5.13M Buy
+90,432
New +$4.21M 0.09% 246

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Atria Wealth Solutions's CRWD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its CrowdStrike (CRWD) stake by 55% in Q2 2025, selling an estimated $7.61M and leaving 58,320 shares worth $7.45M. The position accounts for 0.17% of the portfolio, ranked #139.

Atria Wealth Solutions first reported a position in CRWD in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.3M in Q2 2024. 2,035 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

  • Atria Wealth Solutions held 58,320 shares of CrowdStrike worth $7.45M as of Q2 2025.
  • Atria Wealth Solutions sold 70,172 CrowdStrike shares in Q2 2025, an estimated $7.61M.
  • CrowdStrike made up 0.17% of Atria Wealth Solutions's portfolio in Q2 2025, its #139 holding.
  • Atria Wealth Solutions first reported a position in CrowdStrike in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's CrowdStrike position peaked at $14.3M in Q2 2024.
  • 2,035 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.