BRWA
CRWD icon

B. Riley Wealth Advisors’s CrowdStrike CRWD Stock Holding History

B. Riley Wealth Advisors’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 		$18.1M Sell
97,700
-14,920
-13% -$2.12M 0.97% 21
2026
Q1 		$10.7M Sell
112,620
-1,952
-2% -$207K 0.68% 25
2025
Q4 		$13.4M Sell
114,572
-3,688
-3% -$470K 0.62% 26
2025
Q3 		$14.5M Buy
118,260
+1,680
+1% +$191K 0.67% 26
2025
Q2 		$14.8M Buy
+116,580
New +$12.6M 0.7% 24
2024
Q4 		$7.9M Buy
92,368
+50,084
+118% +$4.16M 0.26% 85
2024
Q3 		$2.98M Sell
42,284
-25,812
-38% -$1.83M 0.08% 234
2024
Q2 		$6.52M Buy
68,096
+1,532
+2% +$127K 0.17% 126
2024
Q1 		$2.79M Buy
66,564
+4,652
+8% +$356K 0.08% 260
2023
Q4 		$3.95M Sell
61,912
-4,652
-7% -$244K 0.11% 205
2023
Q3 		$2.79M Sell
66,564
-13,252
-17% -$515K 0.08% 260
2023
Q2 		$2.93M Buy
79,816
+15,868
+25% +$553K 0.07% 280
2023
Q1 		$2.19M Buy
63,948
+344
+0.5% +$9.95K 0.06% 323
2022
Q4 		$1.67M Buy
63,604
+5,856
+10% +$200K 0.05% 382
2022
Q3 		$2.38M Buy
57,748
+23,196
+67% +$1.06M 0.07% 270
2022
Q2 		$1.46M Sell
34,552
-20,028
-37% -$907K 0.06% 311
2022
Q1 		$3.1M Buy
54,580
+14,276
+35% +$665K 0.1% 210
2021
Q4 		$2.06M Sell
40,304
-65,800
-62% -$4.01M 0.06% 341
2021
Q3 		$6.52M Sell
106,104
-51,356
-33% -$3.31M 0.21% 103
2021
Q2 		$9.89M Buy
157,460
+100,648
+177% +$5.41M 0.32% 64
2021
Q1 		$2.6M Buy
56,812
+21,896
+63% +$1.16M 0.09% 252
2020
Q4 		$1.83M Buy
34,916
+7,640
+28% +$298K 0.1% 215
2020
Q3 		$890K Buy
27,276
+9,588
+54% +$279K 0.05% 338
2020
Q2 		$444K Sell
17,688
-764
-4% -$15.3K 0.03% 495
2020
Q1 		$258K Buy
+18,452
New +$261K 0.02% 590
2019
Q4 		– Sell
-24,940
Closed -$364K – 854
2019
Q3 		$364K Buy
+24,940
New +$495K 0.04% 520

Other funds holding CRWD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

B. Riley Wealth Advisors's CRWD Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its CrowdStrike (CRWD) stake by 13% in Q2 2026, selling an estimated $2.12M and leaving 97,700 shares worth $18.1M. The position accounts for 0.97% of the portfolio, ranked #21.

B. Riley Wealth Advisors first reported a position in CRWD in Q3 2019 and has held it in 26 quarters since. 784 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • B. Riley Wealth Advisors held 97,700 shares of CrowdStrike worth $18.1M as of Q2 2026.
  • B. Riley Wealth Advisors sold 14,920 CrowdStrike shares in Q2 2026, an estimated $2.12M.
  • CrowdStrike made up 0.97% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • B. Riley Wealth Advisors first reported a position in CrowdStrike in Q3 2019 and has held it in 26 quarters since.
  • 784 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.