Avion Wealth’s CrowdStrike CRWD Stock Holding History

Avion Wealth’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	$85K	Buy	448 +36	+9%	+$5.12K	0.02%	186
2026 Q1	$40K	Buy	412 +92	+29%	+$9.75K	0.01%	230
2025 Q4	$37K	Buy	320 +40	+14%	+$5.09K	0.01%	246
2025 Q3	$34K	Hold	280	–	–	0.01%	262
2025 Q2	$35K	Sell	280 -380	-58%	-$41.2K	0.01%	237
2025 Q1	$56K	Hold	660	–	–	0.01%	183
2024 Q4	$56K	Buy	660 +252	+62%	+$20.9K	0.01%	183
2024 Q3	$28K	Sell	408 -60	-13%	-$4.26K	0.01%	222
2024 Q2	$44K	Buy	468 +408	+680%	+$33.9K	0.01%	167
2024 Q1	$5K	Hold	60	–	–	﹤0.01%	450
2023 Q4	$4K	Hold	60	–	–	﹤0.01%	421
2023 Q3	$2K	Sell	60 -40	-40%	-$1.55K	﹤0.01%	468
2023 Q2	$3K	Buy	100 +40	+67%	+$1.39K	﹤0.01%	414
2023 Q1	$1K	Hold	60	–	–	﹤0.01%	421
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	375
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	389
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	363
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	317
2021 Q4	$3K	Hold	60	–	–	﹤0.01%	312
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	290
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	278
2021 Q1	$3K	Sell	60 -280	-82%	-$14.8K	﹤0.01%	285
2020 Q4	$18K	Hold	340	–	–	0.01%	188
2020 Q3	$12K	Buy	+340	New	+$9.91K	﹤0.01%	172

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

Avion Wealth's CRWD Position: Q2 2026 in Review

Avion Wealth increased its CrowdStrike (CRWD) stake by 8.7% in Q2 2026, buying an estimated $5.12K and bringing the position to 448 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #186.

Avion Wealth first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Avion Wealth held 448 shares of CrowdStrike worth $85K as of Q2 2026.
Avion Wealth bought 36 CrowdStrike shares in Q2 2026, an estimated $5.12K.
CrowdStrike made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #186 holding.
Avion Wealth first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.