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Bogart Wealth LLC’s CrowdStrike CRWD Stock Holding History

Bogart Wealth LLC’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 		$681K Sell
3,572
-28
-0.8% -$3.98K 0.02% 161
2026
Q1 		$351K Sell
3,600
-56
-2% -$5.93K 0.01% 201
2025
Q4 		$428K Sell
3,656
-696
-16% -$88.6K 0.02% 182
2025
Q3 		$534K Sell
4,352
-28
-0.6% -$3.18K 0.02% 157
2025
Q2 		$558K Buy
4,380
+264
+6% +$28.6K 0.02% 153
2025
Q1 		$363K Buy
4,116
+1,156
+39% +$110K 0.02% 177
2024
Q4 		$253K Buy
2,960
+636
+27% +$52.9K 0.01% 201
2024
Q3 		$163K Sell
2,324
-156
-6% -$11.1K 0.01% 233
2024
Q2 		$238K Sell
2,480
-224
-8% -$18.6K 0.01% 199
2024
Q1 		$217K Buy
2,704
+2,104
+351% +$161K 0.01% 195
2023
Q4 		$38.3K Buy
600
+200
+50% +$10.5K ﹤0.01% 415
2023
Q3 		$16.7K Buy
400
+144
+56% +$5.6K ﹤0.01% 506
2023
Q2 		$9.4K Buy
256
+200
+357% +$6.97K ﹤0.01% 593
2023
Q1 		$1.92K Buy
+56
New +$1.62K ﹤0.01% 909
2022
Q3 		– Sell
-104
Closed -$4K – 1017
2022
Q2 		$4K Buy
104
+64
+160% +$2.9K ﹤0.01% 658
2022
Q1 		$2K Buy
+40
New +$1.86K ﹤0.01% 668

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

Bogart Wealth LLC's CRWD Position: Q2 2026 in Review

Bogart Wealth LLC reduced its CrowdStrike (CRWD) stake by 0.78% in Q2 2026, selling an estimated $3.98K and leaving 3,572 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #161.

Bogart Wealth LLC first reported a position in CRWD in Q1 2022 and has held it in 16 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Bogart Wealth LLC held 3,572 shares of CrowdStrike worth $681K as of Q2 2026.
  • Bogart Wealth LLC sold 28 CrowdStrike shares in Q2 2026, an estimated $3.98K.
  • CrowdStrike made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #161 holding.
  • Bogart Wealth LLC first reported a position in CrowdStrike in Q1 2022 and has held it in 16 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.