Cerity Partners’s CrowdStrike CRWD Stock Holding History

Cerity 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	–	Sell	-1,600	Closed	-$156K	–	3440
2026 Q1	$156K	Buy	+1,600	New	+$170K	﹤0.01%	2943

Other funds holding CRWD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cerity Partners's CRWD Position: Q2 2026 in Review

Cerity Partners increased its CrowdStrike (CRWD) stake by 0.4% in Q2 2026, buying an estimated $664K and bringing the position to 1,170,628 shares worth $223M. The position accounts for 0.27% of the portfolio, ranked #76.

Cerity Partners first reported a position in CRWD in Q1 2020 and has held it in 26 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Cerity Partners held 1,170,628 shares of CrowdStrike worth $223M as of Q2 2026.
Cerity Partners bought 4,672 CrowdStrike shares in Q2 2026, an estimated $664K.
CrowdStrike made up 0.27% of Cerity Partners's portfolio in Q2 2026, its #76 holding.
Cerity Partners first reported a position in CrowdStrike in Q1 2020 and has held it in 26 quarters since.
2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.