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BSW Wealth Partners’s CrowdStrike CRWD Stock Holding History

BSW Wealth Partners’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 		$599K Sell
3,140
-632
-17% -$89.8K 0.07% 164
2026
Q1 		$368K Buy
3,772
+960
+34% +$102K 0.04% 216
2025
Q4 		$330K Buy
2,812
+628
+29% +$79.9K 0.04% 229
2025
Q3 		$268K Sell
2,184
-216
-9% -$24.6K 0.03% 271
2025
Q2 		$306K Buy
+2,400
New +$260K 0.04% 239

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

BSW Wealth Partners's CRWD Position: Q2 2026 in Review

BSW Wealth Partners reduced its CrowdStrike (CRWD) stake by 17% in Q2 2026, selling an estimated $89.8K and leaving 3,140 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #164.

BSW Wealth Partners first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • BSW Wealth Partners held 3,140 shares of CrowdStrike worth $599K as of Q2 2026.
  • BSW Wealth Partners sold 632 CrowdStrike shares in Q2 2026, an estimated $89.8K.
  • CrowdStrike made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • BSW Wealth Partners first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.