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Bernard Wealth Management’s CrowdStrike CRWD Stock Holding History

Bernard Wealth Management’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 		$3.71M Sell
19,440
-656
-3% -$93.2K 1.37% 20
2026
Q1 		$1.96M Sell
20,096
-952
-5% -$101K 0.84% 25
2025
Q4 		$2.47M Sell
21,048
-1,132
-5% -$144K 1% 22
2025
Q3 		$2.72M Buy
22,180
+40
+0.2% +$4.55K 1.14% 21
2025
Q2 		$2.82M Sell
22,140
-1,920
-8% -$208K 1.31% 20
2025
Q1 		$2.12M Sell
24,060
-136
-0.6% -$13K 1.04% 22
2024
Q4 		$2.07M Buy
+24,196
New +$2.01M 0.97% 22

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

Bernard Wealth Management's CRWD Position: Q2 2026 in Review

Bernard Wealth Management reduced its CrowdStrike (CRWD) stake by 3.3% in Q2 2026, selling an estimated $93.2K and leaving 19,440 shares worth $3.71M. The position accounts for 1.37% of the portfolio, ranked #20.

Bernard Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Bernard Wealth Management held 19,440 shares of CrowdStrike worth $3.71M as of Q2 2026.
  • Bernard Wealth Management sold 656 CrowdStrike shares in Q2 2026, an estimated $93.2K.
  • CrowdStrike made up 1.37% of Bernard Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Bernard Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.