CWM
CRWD icon

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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its CrowdStrike (CRWD) stake by 5.8% in Q2 2026, selling an estimated $107K and leaving 12,316 shares worth $2.35M. The position accounts for 0.1% of the portfolio, ranked #193.

Cornerstone Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 18 quarters since. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Cornerstone Wealth Management held 12,316 shares of CrowdStrike worth $2.35M as of Q2 2026.
  • Cornerstone Wealth Management sold 756 CrowdStrike shares in Q2 2026, an estimated $107K.
  • CrowdStrike made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Cornerstone Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 18 quarters since.
  • 750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.