CFG
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Cooper Financial Group’s CrowdStrike CRWD Stock Holding History

Cooper Financial Group’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 		$3.36M Buy
17,612
+988
+6% +$140K 0.28% 62
2026
Q1 		$1.62M Sell
16,624
-1,116
-6% -$118K 0.16% 109
2025
Q4 		$2.08M Sell
17,740
-436
-2% -$55.5K 0.22% 81
2025
Q3 		$2.23M Buy
18,176
+2,536
+16% +$288K 0.25% 66
2025
Q2 		$1.99M Buy
15,640
+2,376
+18% +$258K 0.23% 82
2025
Q1 		$1.17M Buy
13,264
+3,840
+41% +$366K 0.15% 123
2024
Q4 		$806K Buy
9,424
+1,392
+17% +$116K 0.1% 172
2024
Q3 		$563K Buy
8,032
+5,016
+166% +$356K 0.07% 230
2024
Q2 		$289K Buy
+3,016
New +$251K 0.04% 307
2022
Q2 		– Sell
-7,704
Closed -$437K – 255
2022
Q1 		$437K Buy
+7,704
New +$359K 0.17% 125

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

Cooper Financial Group's CRWD Position: Q2 2026 in Review

Cooper Financial Group increased its CrowdStrike (CRWD) stake by 5.9% in Q2 2026, buying an estimated $140K and bringing the position to 17,612 shares worth $3.36M. The position accounts for 0.28% of the portfolio, ranked #62.

Cooper Financial Group first reported a position in CRWD in Q1 2022 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Cooper Financial Group held 17,612 shares of CrowdStrike worth $3.36M as of Q2 2026.
  • Cooper Financial Group bought 988 CrowdStrike shares in Q2 2026, an estimated $140K.
  • CrowdStrike made up 0.28% of Cooper Financial Group's portfolio in Q2 2026, its #62 holding.
  • Cooper Financial Group first reported a position in CrowdStrike in Q1 2022 and has held it in 10 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.