CWM
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Copia Wealth Management’s CrowdStrike CRWD Stock Holding History

Copia 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 		$74K Buy
388
+60
+18% +$8.52K 0.04% 173
2026
Q1 		$32K Buy
328
+76
+30% +$8.05K 0.02% 233
2025
Q4 		$29.5K Buy
252
+56
+29% +$7.13K 0.02% 242
2025
Q3 		$24K Sell
196
-16
-8% -$1.82K 0.02% 255
2025
Q2 		$27K Hold
212
– – 0.02% 214
2025
Q1 		$18.7K Buy
+212
New +$20.2K 0.02% 231

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

Copia Wealth Management's CRWD Position: Q2 2026 in Review

Copia Wealth Management increased its CrowdStrike (CRWD) stake by 18% in Q2 2026, buying an estimated $8.52K and bringing the position to 388 shares worth $74K. The position accounts for 0.04% of the portfolio, ranked #173.

Copia Wealth Management first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Copia Wealth Management held 388 shares of CrowdStrike worth $74K as of Q2 2026.
  • Copia Wealth Management bought 60 CrowdStrike shares in Q2 2026, an estimated $8.52K.
  • CrowdStrike made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Copia Wealth Management first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.