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Confluence Wealth Services’s CrowdStrike CRWD Stock Holding History

Confluence Wealth Services’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 		$2.28M Buy
11,956
+4,796
+67% +$681K 0.07% 140
2026
Q1 		$699K Buy
7,160
+320
+5% +$33.9K 0.03% 233
2025
Q4 		$802K Buy
6,840
+116
+2% +$14.8K 0.03% 212
2025
Q3 		$824K Buy
6,724
+396
+6% +$45K 0.04% 199
2025
Q2 		$806K Hold
6,328
– – 0.04% 195
2025
Q1 		$610K Buy
6,328
+296
+5% +$28.2K 0.04% 205
2024
Q4 		$570K Buy
6,032
+104
+2% +$8.64K 0.04% 204
2024
Q3 		$416K Buy
5,928
+812
+16% +$57.7K 0.03% 244
2024
Q2 		$490K Buy
5,116
+268
+6% +$22.3K 0.04% 228
2024
Q1 		$389K Buy
4,848
+1,088
+29% +$83.3K 0.03% 242
2023
Q4 		$240K Buy
+3,760
New +$197K 0.03% 266
2022
Q3 		– Sell
-9,416
Closed -$466K – 238
2022
Q2 		$466K Buy
+9,416
New +$426K 0.2% 159
2022
Q1 		– Sell
-2,640
Closed -$135K – 423
2021
Q4 		$135K Buy
+2,640
New +$161K 0.04% 278

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

Confluence Wealth Services's CRWD Position: Q2 2026 in Review

Confluence Wealth Services increased its CrowdStrike (CRWD) stake by 67% in Q2 2026, buying an estimated $681K and bringing the position to 11,956 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #140.

Confluence Wealth Services first reported a position in CRWD in Q4 2021 and has held it in 13 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Confluence Wealth Services held 11,956 shares of CrowdStrike worth $2.28M as of Q2 2026.
  • Confluence Wealth Services bought 4,796 CrowdStrike shares in Q2 2026, an estimated $681K.
  • CrowdStrike made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #140 holding.
  • Confluence Wealth Services first reported a position in CrowdStrike in Q4 2021 and has held it in 13 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.