Aviso Financial’s CrowdStrike CRWD Stock Holding History

Aviso Financial’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	–	Sell	-80	Closed	-$7.81K	–	293
2026 Q1	$7.81K	Sell	80 -8,800	-99%	-$933K	﹤0.01%	290
2025 Q4	$1.04M	Sell	8,880 -200	-2%	-$25.5K	0.04%	152
2025 Q3	$1.11M	Buy	+9,080	New	+$1.03M	0.05%	153

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

Aviso Financial's CRWD Position: Q2 2026 in Review

Aviso Financial sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 80 shares — an estimated $7.81K sold.

Aviso Financial first reported a position in CRWD in Q3 2025 and held it in 3 quarters. The position peaked at $1.11M in Q3 2025. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Aviso Financial reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
Aviso Financial sold 80 CrowdStrike shares in Q2 2026, an estimated $7.81K.
Aviso Financial first reported a position in CrowdStrike in Q3 2025 and held it in 3 quarters.
Aviso Financial's CrowdStrike position peaked at $1.11M in Q3 2025.
2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.