Avidian Wealth Enterprises’s CrowdStrike CRWD Stock Holding History

Avidian Wealth Enterprises’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	$1.04M	Buy	5,468 +788	+17%	+$112K	0.03%	309
2026 Q1	$457K	Buy	4,680 +796	+20%	+$84.4K	0.01%	456
2025 Q4	$455K	Sell	3,884 -56	-1%	-$7.13K	0.02%	394
2025 Q3	$483K	Buy	3,940 +176	+5%	+$20K	0.02%	374
2025 Q2	$479K	Buy	3,764 +828	+28%	+$89.8K	0.02%	345
2025 Q1	$259K	Buy	2,936 +548	+23%	+$52.2K	0.01%	448
2024 Q4	$204K	Buy	+2,388	New	+$199K	0.01%	484
2022 Q4	–	Sell	-6,960	Closed	-$287K	–	452
2022 Q3	$287K	Buy	+6,960	New	+$318K	0.02%	329
2022 Q2	–	Sell	-25,500	Closed	-$1.45M	–	462
2022 Q1	$1.45M	Buy	+25,500	New	+$1.19M	0.09%	148

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avidian Wealth Enterprises's CRWD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its CrowdStrike (CRWD) stake by 17% in Q2 2026, buying an estimated $112K and bringing the position to 5,468 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #309.

Avidian Wealth Enterprises first reported a position in CRWD in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2022. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Avidian Wealth Enterprises held 5,468 shares of CrowdStrike worth $1.04M as of Q2 2026.
Avidian Wealth Enterprises bought 788 CrowdStrike shares in Q2 2026, an estimated $112K.
CrowdStrike made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #309 holding.
Avidian Wealth Enterprises first reported a position in CrowdStrike in Q1 2022 and has held it in 9 quarters since.
Avidian Wealth Enterprises's CrowdStrike position peaked at $1.45M in Q1 2022.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.