AWM
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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
Q2 		$2.39M Sell
12,532
-192
-2% -$27.3K 0.81% 26
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
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

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

Aviso Wealth Management reduced its CrowdStrike (CRWD) stake by 1.5% in Q2 2026, selling an estimated $27.3K and leaving 12,532 shares worth $2.39M. The position accounts for 0.81% of the portfolio, ranked #26.

Aviso Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Aviso Wealth Management held 12,532 shares of CrowdStrike worth $2.39M as of Q2 2026.
  • Aviso Wealth Management sold 192 CrowdStrike shares in Q2 2026, an estimated $27.3K.
  • CrowdStrike made up 0.81% of Aviso Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Aviso Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.