Cassaday & Co Wealth Management’s CrowdStrike CRWD Stock Holding History

Cassaday & Co 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	$1.01M	Sell	5,296 -132	-2%	-$18.8K	0.02%	153
2026 Q1	$530K	Buy	5,428 +108	+2%	+$11.4K	0.01%	209
2025 Q4	$623K	Buy	5,320 +656	+14%	+$83.5K	0.01%	197
2025 Q3	$572K	Buy	4,664 +628	+16%	+$71.4K	0.01%	200
2025 Q2	$514K	Hold	4,036	–	–	0.01%	206
2025 Q1	$356K	Buy	4,036 +120	+3%	+$11.4K	0.01%	231
2024 Q4	$335K	Sell	3,916 -460	-11%	-$38.2K	0.01%	241
2024 Q3	$307K	Buy	4,376 +836	+24%	+$59.4K	0.01%	236
2024 Q2	$339K	Buy	+3,540	New	+$294K	0.01%	216

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cassaday & Co Wealth Management's CRWD Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its CrowdStrike (CRWD) stake by 2.4% in Q2 2026, selling an estimated $18.8K and leaving 5,296 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #153.

Cassaday & Co Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 9 quarters since. 1,620 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Cassaday & Co Wealth Management held 5,296 shares of CrowdStrike worth $1.01M as of Q2 2026.
Cassaday & Co Wealth Management sold 132 CrowdStrike shares in Q2 2026, an estimated $18.8K.
CrowdStrike made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #153 holding.
Cassaday & Co Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 9 quarters since.
1,620 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.