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Dakota Wealth Management’s CrowdStrike CRWD Stock Holding History

Dakota 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 		$3.44M Sell
18,020
-4,116
-19% -$585K 0.07% 233
2026
Q1 		$2.16M Sell
22,136
-15,300
-41% -$1.62M 0.05% 273
2025
Q4 		$4.39M Buy
37,436
+936
+3% +$119K 0.08% 191
2025
Q3 		$4.47M Sell
36,500
-72,676
-67% -$8.26M 0.09% 166
2025
Q2 		$13.9M Buy
109,176
+87,600
+406% +$9.5M 0.29% 67
2025
Q1 		$1.9M Buy
21,576
+18,136
+527% +$1.73M 0.04% 265
2024
Q4 		$294K Sell
3,440
-11,872
-78% -$987K 0.01% 610
2024
Q3 		$1.07M Sell
15,312
-141,052
-90% -$10M 0.02% 357
2024
Q2 		$15M Buy
156,364
+140,376
+878% +$11.7M 0.35% 52
2024
Q1 		$1.28M Buy
15,988
+324
+2% +$24.8K 0.03% 323
2023
Q4 		$1,000K Buy
+15,664
New +$820K 0.04% 311
2022
Q1 		– Sell
-10,660
Closed -$546K – 461
2021
Q4 		$546K Sell
10,660
-24,272
-69% -$1.48M 0.06% 227
2021
Q3 		$2.15M Buy
34,932
+7,408
+27% +$478K 0.25% 111
2021
Q2 		$1.73M Buy
27,524
+23,008
+509% +$1.24M 0.21% 117
2021
Q1 		$206K Sell
4,516
-3,756
-45% -$199K 0.03% 293
2020
Q4 		$438K Buy
+8,272
New +$322K 0.06% 217

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

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

Dakota Wealth Management reduced its CrowdStrike (CRWD) stake by 19% in Q2 2026, selling an estimated $585K and leaving 18,020 shares worth $3.44M. The position accounts for 0.07% of the portfolio, ranked #233.

Dakota Wealth Management first reported a position in CRWD in Q4 2020 and has held it in 16 quarters since. The position peaked at $15M in Q2 2024. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Dakota Wealth Management held 18,020 shares of CrowdStrike worth $3.44M as of Q2 2026.
  • Dakota Wealth Management sold 4,116 CrowdStrike shares in Q2 2026, an estimated $585K.
  • CrowdStrike made up 0.07% of Dakota Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Dakota Wealth Management first reported a position in CrowdStrike in Q4 2020 and has held it in 16 quarters since.
  • Dakota Wealth Management's CrowdStrike position peaked at $15M in Q2 2024.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.