Aviso Wealth Management’s CrowdStrike CRWD Stock Holding History

Aviso 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	$1.24M	Hold	12,724	–	–	0.56%	39
2025 Q4	$1.49M	Sell	12,724 -1,040	-8%	-$132K	0.63%	38
2025 Q3	$1.69M	Sell	13,764 -200	-1%	-$22.7K	0.74%	32
2025 Q2	$1.78M	Buy	13,964 +436	+3%	+$47.3K	0.83%	31
2025 Q1	$1.19M	Sell	13,528 -280	-2%	-$26.7K	0.63%	46
2024 Q4	$1.18M	Sell	13,808 -380	-3%	-$31.6K	0.6%	46
2024 Q3	$995K	Hold	14,188	–	–	0.54%	48
2024 Q2	$1.36M	Sell	14,188 -348	-2%	-$28.9K	0.81%	28
2024 Q1	$1.17M	Buy	14,536 +388	+3%	+$29.7K	0.73%	35
2023 Q4	$903K	Buy	+14,148	New	+$741K	0.65%	39

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

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

Aviso Wealth Management held its CrowdStrike (CRWD) position steady in Q1 2026 at 12,724 shares worth $1.24M. The position accounts for 0.56% of the portfolio, ranked #39.

Aviso Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Aviso Wealth Management held 12,724 shares of CrowdStrike worth $1.24M as of Q1 2026.
Aviso Wealth Management left its CrowdStrike share count unchanged in Q1 2026.
CrowdStrike made up 0.56% of Aviso Wealth Management's portfolio in Q1 2026, its #39 holding.
Aviso Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's CrowdStrike position peaked at $1.78M in Q2 2025.
2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.