Bell & Brown Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Bell & Brown 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	$495K	Sell	2,596 -1,760	-40%	-$250K	0.15%	64
2026 Q1	$425K	Buy	4,356 +400	+10%	+$42.4K	0.14%	62
2025 Q4	$464K	Sell	3,956 -400	-9%	-$50.9K	0.15%	61
2025 Q3	$534K	Sell	4,356 -220	-5%	-$25K	0.17%	58
2025 Q2	$583K	Sell	4,576 -24	-0.5%	-$2.6K	0.21%	58
2025 Q1	$405K	Buy	4,600 +600	+15%	+$57.2K	0.16%	60
2024 Q4	$342K	Sell	4,000 -400	-9%	-$33.3K	0.13%	61
2024 Q3	$309K	Buy	+4,400	New	+$312K	0.12%	60

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bell & Brown Wealth Advisors's CRWD Position: Q2 2026 in Review

Bell & Brown Wealth Advisors reduced its CrowdStrike (CRWD) stake by 40% in Q2 2026, selling an estimated $250K and leaving 2,596 shares worth $495K. The position accounts for 0.15% of the portfolio, ranked #64.

Bell & Brown Wealth Advisors first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. The position peaked at $583K in Q2 2025. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Bell & Brown Wealth Advisors held 2,596 shares of CrowdStrike worth $495K as of Q2 2026.
Bell & Brown Wealth Advisors sold 1,760 CrowdStrike shares in Q2 2026, an estimated $250K.
CrowdStrike made up 0.15% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Bell & Brown Wealth Advisors first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
Bell & Brown Wealth Advisors's CrowdStrike position peaked at $583K in Q2 2025.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.