Blue Bell Private Wealth Management’s CrowdStrike CRWD Stock Holding History

Blue Bell Private 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	$93.1K	Buy	488 +104	+27%	+$14.8K	0.01%	361
2026 Q1	$37.5K	Sell	384 -516	-57%	-$54.7K	0.01%	439
2025 Q4	$105K	Buy	900 +240	+36%	+$30.6K	0.02%	322
2025 Q3	$80.9K	Hold	660	–	–	0.01%	343
2025 Q2	$84K	Sell	660 -200	-23%	-$21.7K	0.01%	330
2025 Q1	$75.8K	Buy	860 +180	+26%	+$17.1K	0.01%	323
2024 Q4	$58.2K	Hold	680	–	–	0.01%	342
2024 Q3	$47.7K	Sell	680 -284	-29%	-$20.2K	0.01%	370
2024 Q2	$92.3K	Sell	964 -32	-3%	-$2.66K	0.02%	279
2024 Q1	$79.8K	Sell	996 -20	-2%	-$1.53K	0.02%	290
2023 Q4	$64.9K	Buy	1,016 +196	+24%	+$10.3K	0.02%	287
2023 Q3	$34.3K	Sell	820 -32	-4%	-$1.24K	0.01%	301
2023 Q2	$31.3K	Buy	852 +540	+173%	+$18.8K	0.01%	308
2023 Q1	$10.7K	Hold	312	–	–	﹤0.01%	369
2022 Q4	$8.21K	Sell	312 -452	-59%	-$15.5K	﹤0.01%	395
2022 Q3	$31K	Buy	764 +12	+2%	+$549	0.01%	252
2022 Q2	$32K	Buy	752 +40	+6%	+$1.81K	0.01%	255
2022 Q1	$40K	Buy	712 +304	+75%	+$14.2K	0.01%	245
2021 Q4	$21K	Buy	+408	New	+$24.8K	0.01%	300

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

Blue Bell Private Wealth Management's CRWD Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its CrowdStrike (CRWD) stake by 27% in Q2 2026, buying an estimated $14.8K and bringing the position to 488 shares worth $93.1K. The position accounts for 0.01% of the portfolio, ranked #361.

Blue Bell Private Wealth Management first reported a position in CRWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $105K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Blue Bell Private Wealth Management held 488 shares of CrowdStrike worth $93.1K as of Q2 2026.
Blue Bell Private Wealth Management bought 104 CrowdStrike shares in Q2 2026, an estimated $14.8K.
CrowdStrike made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #361 holding.
Blue Bell Private Wealth Management first reported a position in CrowdStrike in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's CrowdStrike position peaked at $105K in Q4 2025.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.