Corient IA’s CrowdStrike CRWD Stock Holding History

Corient IA’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	$931K	Hold	4,880	–	–	0.86%	31
2026 Q1	$476K	Sell	4,880 -1,120	-19%	-$119K	0.45%	61
2025 Q4	$703K	Hold	6,000	–	–	0.66%	31
2025 Q3	$736K	Hold	6,000	–	–	0.55%	48
2025 Q2	$764K	Hold	6,000	–	–	0.45%	59
2025 Q1	$529K	Buy	+6,000	New	+$572K	0.38%	95

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 $3.37T AUM 44.26% 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

Corient IA's CRWD Position: Q2 2026 in Review

Corient IA held its CrowdStrike (CRWD) position steady in Q2 2026 at 4,880 shares worth $931K. The position accounts for 0.86% of the portfolio, ranked #31.

Corient IA first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Corient IA held 4,880 shares of CrowdStrike worth $931K as of Q2 2026.
Corient IA left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up 0.86% of Corient IA's portfolio in Q2 2026, its #31 holding.
Corient IA first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.