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Berger Financial Group’s CrowdStrike CRWD Stock Holding History

Berger Financial Group’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 		$13.7M Sell
71,912
-2,384
-3% -$339K 0.7% 33
2026
Q1 		$7.25M Buy
74,296
+55,492
+295% +$5.88M 0.41% 50
2025
Q4 		$2.2M Sell
18,804
-280
-1% -$35.6K 0.13% 136
2025
Q3 		$2.34M Sell
19,084
-60
-0.3% -$6.82K 0.14% 122
2025
Q2 		$2.44M Buy
19,144
+3,136
+20% +$340K 0.16% 119
2025
Q1 		$1.41M Buy
16,008
+6,496
+68% +$619K 0.1% 157
2024
Q4 		$814K Buy
9,512
+900
+10% +$74.8K 0.06% 193
2024
Q3 		$604K Buy
8,612
+2,848
+49% +$202K 0.04% 214
2024
Q2 		$552K Buy
5,764
+56
+1% +$4.66K 0.04% 203
2024
Q1 		$457K Buy
5,708
+1,428
+33% +$109K 0.04% 215
2023
Q4 		$273K Buy
+4,280
New +$224K 0.03% 247

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Berger Financial Group's CRWD Position: Q2 2026 in Review

Berger Financial Group reduced its CrowdStrike (CRWD) stake by 3.2% in Q2 2026, selling an estimated $339K and leaving 71,912 shares worth $13.7M. The position accounts for 0.7% of the portfolio, ranked #33.

Berger Financial Group first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 1,620 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Berger Financial Group held 71,912 shares of CrowdStrike worth $13.7M as of Q2 2026.
  • Berger Financial Group sold 2,384 CrowdStrike shares in Q2 2026, an estimated $339K.
  • CrowdStrike made up 0.7% of Berger Financial Group's portfolio in Q2 2026, its #33 holding.
  • Berger Financial Group first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 1,620 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.