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Bullock Wealth Management’s CrowdStrike CRWD Stock Holding History

Bullock 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
2024
Q4 		– Sell
-400
Closed -$27.5K – 607
2024
Q3 		$27.5K Buy
+400
New +$28.4K 0.02% 283

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management held its CrowdStrike (CRWD) position steady in Q2 2026 at 28 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Bullock Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 7 quarters since. The position peaked at $41.5K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Bullock Wealth Management held 28 shares of CrowdStrike worth $5.41K as of Q2 2026.
  • Bullock Wealth Management left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Bullock Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 7 quarters since.
  • Bullock Wealth Management's CrowdStrike position peaked at $41.5K in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.