AWM
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Avior Wealth Management’s CrowdStrike CRWD Stock Holding History

Avior 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 		$625K Sell
3,276
-5,808
-64% -$825K 0.02% 460
2026
Q1 		$887K Buy
9,084
+1,272
+16% +$135K 0.03% 387
2025
Q4 		$915K Sell
7,812
-8
-0.1% -$1.02K 0.03% 328
2025
Q3 		$959K Buy
7,820
+248
+3% +$28.2K 0.03% 307
2025
Q2 		$964K Buy
7,572
+816
+12% +$88.5K 0.03% 288
2025
Q1 		$595K Buy
6,756
+2,208
+49% +$210K 0.02% 360
2024
Q4 		$389K Buy
4,548
+364
+9% +$30.3K 0.01% 518
2024
Q3 		$293K Buy
4,184
+1,044
+33% +$74.1K 0.01% 591
2024
Q2 		$301K Sell
3,140
-2,308
-42% -$192K 0.01% 570
2024
Q1 		$437K Buy
5,448
+2,352
+76% +$180K 0.02% 490
2023
Q4 		$198K Buy
3,096
+12
+0.4% +$628 0.01% 520
2023
Q3 		$129K Buy
3,084
+120
+4% +$4.66K 0.01% 588
2023
Q2 		$109K Sell
2,964
-200
-6% -$6.97K 0.01% 613
2023
Q1 		$109K Buy
3,164
+2,764
+691% +$79.9K 0.01% 624
2022
Q4 		$10.5K Hold
400
– – ﹤0.01% 842
2022
Q3 		$16K Buy
400
+200
+100% +$9.15K ﹤0.01% 770
2022
Q2 		$8K Hold
200
– – ﹤0.01% 797
2022
Q1 		$11K Hold
200
– – ﹤0.01% 812
2021
Q4 		$10K Hold
200
– – ﹤0.01% 798
2021
Q3 		$12K Hold
200
– – ﹤0.01% 742
2021
Q2 		$12K Sell
200
-100
-33% -$5.38K ﹤0.01% 722
2021
Q1 		$13K Buy
+300
New +$15.9K ﹤0.01% 718

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

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

Avior Wealth Management reduced its CrowdStrike (CRWD) stake by 64% in Q2 2026, selling an estimated $825K and leaving 3,276 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #460.

Avior Wealth Management first reported a position in CRWD in Q1 2021 and has held it in 22 quarters since. The position peaked at $964K in Q2 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Avior Wealth Management held 3,276 shares of CrowdStrike worth $625K as of Q2 2026.
  • Avior Wealth Management sold 5,808 CrowdStrike shares in Q2 2026, an estimated $825K.
  • CrowdStrike made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #460 holding.
  • Avior Wealth Management first reported a position in CrowdStrike in Q1 2021 and has held it in 22 quarters since.
  • Avior Wealth Management's CrowdStrike position peaked at $964K in Q2 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.