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	$371K	Sell	2,000 -198,000	-99%	-$28.1M	0.02%	555
2026 Q1	$190K	Buy	+200,000	New	+$21.2M	0.01%	730
2025 Q4	–	Sell	-360,000	Closed	-$441K	–	1057
2025 Q3	$441K	Buy	+360,000	New	+$40.9M	0.02%	575

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 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. 786 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.
786 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.