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Cardinal Point Capital Management’s CrowdStrike CRWD Stock Holding History

Cardinal Point Capital 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 		$340K Buy
+1,780
New +$253K 0.02% 224
2026
Q1 		– Sell
-1,780
Closed -$209K – 289
2025
Q4 		$209K Buy
+1,780
New +$227K 0.01% 251

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

Cardinal Point Capital Management's CRWD Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,780 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Cardinal Point Capital Management previously reported a position in CRWD as recently as Q4 2025.

Cardinal Point Capital Management first reported a position in CRWD in Q4 2025 and has held it in 2 quarters since. 2,443 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Cardinal Point Capital Management held 1,780 shares of CrowdStrike worth $340K as of Q2 2026.
  • CrowdStrike was a new Cardinal Point Capital Management position in Q2 2026.
  • CrowdStrike made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #224 holding.
  • Cardinal Point Capital Management first reported a position in CrowdStrike in Q4 2025 and has held it in 2 quarters since.
  • 2,443 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.