CVFG LLC’s CrowdStrike CRWD Stock Holding History

CVFG LLC’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	$421K	Sell	2,208 -660	-23%	-$93.8K	0.04%	195
2026 Q1	$280K	Buy	2,868 +280	+11%	+$29.7K	0.03%	210
2025 Q4	$303K	Buy	2,588 +140	+6%	+$17.8K	0.21%	82
2025 Q3	$300K	Buy	2,448 +800	+49%	+$91K	0.22%	79
2025 Q2	$210K	Buy	+1,648	New	+$179K	0.17%	93

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

CVFG LLC's CRWD Position: Q2 2026 in Review

CVFG LLC reduced its CrowdStrike (CRWD) stake by 23% in Q2 2026, selling an estimated $93.8K and leaving 2,208 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #195.

CVFG LLC first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

CVFG LLC held 2,208 shares of CrowdStrike worth $421K as of Q2 2026.
CVFG LLC sold 660 CrowdStrike shares in Q2 2026, an estimated $93.8K.
CrowdStrike made up 0.04% of CVFG LLC's portfolio in Q2 2026, its #195 holding.
CVFG LLC first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.