Avaii Wealth Management’s CrowdStrike CRWD Stock Holding History

Avaii 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	$365K	Sell	3,736 -296	-7%	-$31.4K	0.13%	100
2025 Q4	$473K	Sell	4,032 -380	-9%	-$48.4K	0.17%	78
2025 Q3	$541K	Sell	4,412 -1,920	-30%	-$218K	0.21%	65
2025 Q2	$806K	Buy	6,332 +396	+7%	+$42.9K	0.36%	35
2025 Q1	$523K	Buy	5,936 +100	+2%	+$9.53K	0.28%	55
2024 Q4	$499K	Buy	5,836 +536	+10%	+$44.6K	0.25%	59
2024 Q3	$372K	Buy	5,300 +824	+18%	+$58.5K	0.19%	76
2024 Q2	$429K	Buy	4,476 +292	+7%	+$24.3K	0.24%	72
2024 Q1	$335K	Sell	4,184 -9,672	-70%	-$740K	0.2%	98
2023 Q4	$884K	Buy	13,856 +6,868	+98%	+$360K	0.58%	40
2023 Q3	$292K	Buy	+6,988	New	+$272K	0.22%	100
2022 Q4	–	Sell	-9,076	Closed	-$374K	–	126
2022 Q3	$374K	Buy	9,076 +796	+10%	+$36.4K	0.39%	60
2022 Q2	$349K	Buy	8,280 +4,208	+103%	+$191K	0.37%	57
2022 Q1	$231K	Buy	+4,072	New	+$190K	0.21%	90

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Avaii Wealth Management reduced its CrowdStrike (CRWD) stake by 7.3% in Q1 2026, selling an estimated $31.4K and leaving 3,736 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #100.

Avaii Wealth Management first reported a position in CRWD in Q1 2022 and has held it in 14 quarters since. The position peaked at $884K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Avaii Wealth Management held 3,736 shares of CrowdStrike worth $365K as of Q1 2026.
Avaii Wealth Management sold 296 CrowdStrike shares in Q1 2026, an estimated $31.4K.
CrowdStrike made up 0.13% of Avaii Wealth Management's portfolio in Q1 2026, its #100 holding.
Avaii Wealth Management first reported a position in CrowdStrike in Q1 2022 and has held it in 14 quarters since.
Avaii Wealth Management's CrowdStrike position peaked at $884K in Q4 2023.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.