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Balboa Wealth Partners’s CrowdStrike CRWD Stock Holding History

Balboa Wealth Partners’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 		$2.29M Sell
12,020
-1,236
-9% -$176K 0.31% 57
2026
Q1 		$1.29M Sell
13,256
-312
-2% -$33.1K 0.22% 84
2025
Q4 		$1.59M Sell
13,568
-832
-6% -$106K 0.26% 61
2025
Q3 		$1.77M Buy
14,400
+10,224
+245% +$1.16M 0.3% 57
2025
Q2 		$532K Buy
4,176
+1,088
+35% +$118K 0.11% 153
2025
Q1 		$272K Sell
3,088
-18,892
-86% -$1.8M 0.07% 213
2024
Q4 		$1.88M Buy
21,980
+2,932
+15% +$244K 0.43% 42
2024
Q3 		$1.34M Buy
19,048
+9,264
+95% +$658K 0.33% 58
2024
Q2 		$937K Sell
9,784
-3,340
-25% -$278K 0.25% 74
2024
Q1 		$1.05M Buy
13,124
+5,632
+75% +$431K 0.31% 59
2023
Q4 		$478K Buy
+7,492
New +$392K 0.16% 119

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

Balboa Wealth Partners's CRWD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its CrowdStrike (CRWD) stake by 9.3% in Q2 2026, selling an estimated $176K and leaving 12,020 shares worth $2.29M. The position accounts for 0.31% of the portfolio, ranked #57.

Balboa Wealth Partners first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Balboa Wealth Partners held 12,020 shares of CrowdStrike worth $2.29M as of Q2 2026.
  • Balboa Wealth Partners sold 1,236 CrowdStrike shares in Q2 2026, an estimated $176K.
  • CrowdStrike made up 0.31% of Balboa Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Balboa Wealth Partners first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.