Corient Private Wealth
CRWD icon

Corient Private Wealth’s CrowdStrike CRWD Stock Holding History

Corient Private Wealth’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 		$24.9M Sell
130,456
-22,548
-15% -$3.2M 0.03% 361
2026
Q1 		$14.7M Buy
153,004
+13,116
+9% +$1.39M 0.02% 486
2025
Q4 		$16.4M Buy
139,888
+7,376
+6% +$939K 0.02% 445
2025
Q3 		$16.2M Buy
132,512
+3,896
+3% +$443K 0.03% 430
2025
Q2 		$16.4M Buy
128,616
+5,948
+5% +$645K 0.02% 422
2025
Q1 		$10.8M Buy
122,668
+2,204
+2% +$210K 0.02% 504
2024
Q4 		$9.63M Buy
120,464
+11,416
+10% +$949K 0.02% 524
2024
Q3 		$7.65M Buy
109,048
+7,536
+7% +$535K 0.01% 635
2024
Q2 		$9.72M Buy
101,512
+7,996
+9% +$665K 0.02% 536
2024
Q1 		$7.5M Buy
93,516
+2,120
+2% +$162K 0.01% 595
2023
Q4 		$5.83M Buy
91,396
+7,560
+9% +$396K 0.01% 661
2023
Q3 		$3.51M Buy
83,836
+13,608
+19% +$529K 0.01% 728
2023
Q2 		$2.58M Sell
70,228
-3,072
-4% -$107K 0.01% 830
2023
Q1 		$2.52M Buy
73,300
+5,924
+9% +$171K 0.01% 774
2022
Q4 		$1.8M Buy
+67,376
New +$2.31M 0.01% 734

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

Corient Private Wealth's CRWD Position: Q2 2026 in Review

Corient Private Wealth reduced its CrowdStrike (CRWD) stake by 15% in Q2 2026, selling an estimated $3.2M and leaving 130,456 shares worth $24.9M. The position accounts for 0.03% of the portfolio, ranked #361.

Corient Private Wealth first reported a position in CRWD in Q4 2022 and has held it in 15 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Corient Private Wealth held 130,456 shares of CrowdStrike worth $24.9M as of Q2 2026.
  • Corient Private Wealth sold 22,548 CrowdStrike shares in Q2 2026, an estimated $3.2M.
  • CrowdStrike made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #361 holding.
  • Corient Private Wealth first reported a position in CrowdStrike in Q4 2022 and has held it in 15 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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