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Cornerstone Wealth Management’s CrowdStrike CRWD Stock Holding History

Cornerstone 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
Q3 		$3.13M Sell
11,822
-494
-4% -$105K 0.13% 151
2026
Q2 		$2.35M Sell
12,316
-756
-6% -$107K 0.1% 193
2026
Q1 		$1.28M Buy
13,072
+2,544
+24% +$270K 0.06% 265
2025
Q4 		$1.23M Buy
10,528
+792
+8% +$101K 0.06% 257
2025
Q3 		$1.19M Buy
9,736
+1,184
+14% +$135K 0.07% 242
2025
Q2 		$1.09M Buy
8,552
+616
+8% +$66.8K 0.07% 249
2025
Q1 		$700K Buy
7,936
+484
+6% +$46.1K 0.05% 312
2024
Q4 		$637K Buy
7,452
+2,780
+60% +$231K 0.04% 310
2024
Q3 		$328K Sell
4,672
-608
-12% -$43.2K 0.02% 436
2024
Q2 		$506K Buy
5,280
+876
+20% +$72.8K 0.04% 331
2024
Q1 		$353K Sell
4,404
-96
-2% -$7.35K 0.03% 399
2023
Q4 		$287K Buy
+4,500
New +$236K 0.02% 419
2022
Q2 		– Sell
-4,900
Closed -$278K – 452
2022
Q1 		$278K Sell
4,900
-2,492
-34% -$116K 0.03% 379
2021
Q4 		$376K Buy
7,392
+528
+8% +$32.2K 0.04% 340
2021
Q3 		$422K Buy
6,864
+2,116
+45% +$137K 0.04% 299
2021
Q2 		$298K Buy
4,748
+100
+2% +$5.38K 0.03% 364
2021
Q1 		$212K Buy
4,648
+380
+9% +$20.1K 0.03% 425
2020
Q4 		$226K Buy
+4,268
New +$166K 0.03% 377
2020
Q2 		– Sell
-17,640
Closed -$246K – 381
2020
Q1 		$246K Buy
+17,640
New +$249K 0.05% 286

Other funds holding CRWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cornerstone Wealth Management's CRWD Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its CrowdStrike (CRWD) stake by 4% in Q3 2026, selling an estimated $105K and leaving 11,822 shares worth $3.13M. The position accounts for 0.13% of the portfolio, ranked #151.

Cornerstone Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 19 quarters since. 1,597 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Cornerstone Wealth Management held 11,822 shares of CrowdStrike worth $3.13M as of Q3 2026.
  • Cornerstone Wealth Management sold 494 CrowdStrike shares in Q3 2026, an estimated $105K.
  • CrowdStrike made up 0.13% of Cornerstone Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Cornerstone Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 19 quarters since.
  • 1,597 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.