Axxcess Wealth Management’s CrowdStrike CRWD Stock Holding History

Axxcess 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	$12.3M	Buy	+64,428	New	+$9.15M	0.2%	109
2026 Q1	–	Sell	-19,384	Closed	-$2.27M	–	504
2025 Q4	$2.27M	Buy	19,384 +2,828	+17%	+$360K	0.04%	352
2025 Q3	$2.03M	Sell	16,556 -1,012	-6%	-$115K	0.04%	311
2025 Q2	$2.24M	Buy	17,568 +2,512	+17%	+$272K	0.05%	266
2025 Q1	$1.33M	Sell	15,056 -8,048	-35%	-$767K	0.04%	331
2024 Q4	$1.98M	Buy	23,104 +7,092	+44%	+$590K	0.05%	274
2024 Q3	$1.12M	Buy	16,012 +4,492	+39%	+$319K	0.03%	374
2024 Q2	$1.1M	Buy	11,520 +5,356	+87%	+$445K	0.03%	356
2024 Q1	$494K	Buy	6,164 +2,768	+82%	+$212K	0.01%	539
2023 Q4	$217K	Buy	+3,396	New	+$178K	0.01%	755
2022 Q2	–	Sell	-5,828	Closed	-$331K	–	564
2022 Q1	$331K	Sell	5,828 -5,512	-49%	-$257K	0.03%	452
2021 Q4	$580K	Buy	+11,340	New	+$691K	0.04%	324

Other funds holding CRWD

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Axxcess Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 64,428 shares worth $12.3M. The stake represents 0.2% of the portfolio and ranks #109 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CRWD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CRWD in Q4 2021 and has held it in 12 quarters since. 1,402 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Axxcess Wealth Management held 64,428 shares of CrowdStrike worth $12.3M as of Q2 2026.
CrowdStrike was a new Axxcess Wealth Management position in Q2 2026.
CrowdStrike made up 0.2% of Axxcess Wealth Management's portfolio in Q2 2026, its #109 holding.
Axxcess Wealth Management first reported a position in CrowdStrike in Q4 2021 and has held it in 12 quarters since.
1,402 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.