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CreativeOne Wealth’s CrowdStrike CRWD Stock Holding History

CreativeOne 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 		$3.3M Sell
17,280
-1,728
-9% -$246K 0.07% 270
2026
Q1 		$1.86M Sell
19,008
-4,292
-18% -$455K 0.04% 375
2025
Q4 		$2.73M Buy
23,300
+524
+2% +$66.7K 0.07% 269
2025
Q3 		$2.79M Sell
22,776
-4,988
-18% -$567K 0.07% 266
2025
Q2 		$3.54M Buy
27,764
+1,148
+4% +$124K 0.09% 206
2025
Q1 		$2.35M Buy
26,616
+2,640
+11% +$252K 0.07% 266
2024
Q4 		$2.05M Buy
23,976
+5,324
+29% +$443K 0.06% 287
2024
Q3 		$1.31M Buy
18,652
+3,120
+20% +$222K 0.04% 358
2024
Q2 		$1.49M Sell
15,532
-1,620
-9% -$135K 0.08% 238
2024
Q1 		$1.38M Buy
17,152
+13,752
+404% +$1.05M 0.05% 308
2023
Q4 		$217K Buy
+3,400
New +$178K 0.01% 587
2023
Q3 		– Sell
-6,636
Closed -$244K – 631
2023
Q2 		$244K Sell
6,636
-16
-0.2% -$557 0.01% 711
2023
Q1 		$228K Buy
+6,652
New +$192K 0.01% 715
2022
Q4 		– Sell
-6,896
Closed -$284K – 740
2022
Q3 		$284K Buy
6,896
+1,008
+17% +$46.1K 0.02% 559
2022
Q2 		$248K Sell
5,888
-1,924
-25% -$87.1K 0.01% 614
2022
Q1 		$443K Buy
7,812
+2,680
+52% +$125K 0.02% 461
2021
Q4 		$263K Buy
5,132
+324
+7% +$19.7K 0.01% 627
2021
Q3 		$295K Sell
4,808
-416
-8% -$26.8K 0.02% 558
2021
Q2 		$328K Buy
+5,224
New +$281K 0.02% 505

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

CreativeOne Wealth's CRWD Position: Q2 2026 in Review

CreativeOne Wealth reduced its CrowdStrike (CRWD) stake by 9.1% in Q2 2026, selling an estimated $246K and leaving 17,280 shares worth $3.3M. The position accounts for 0.07% of the portfolio, ranked #270.

CreativeOne Wealth first reported a position in CRWD in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q2 2025. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • CreativeOne Wealth held 17,280 shares of CrowdStrike worth $3.3M as of Q2 2026.
  • CreativeOne Wealth sold 1,728 CrowdStrike shares in Q2 2026, an estimated $246K.
  • CrowdStrike made up 0.07% of CreativeOne Wealth's portfolio in Q2 2026, its #270 holding.
  • CreativeOne Wealth first reported a position in CrowdStrike in Q2 2021 and has held it in 19 quarters since.
  • CreativeOne Wealth's CrowdStrike position peaked at $3.54M in Q2 2025.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.