DWP
CRWD icon

Daymark Wealth Partners’s CrowdStrike CRWD Stock Holding History

Daymark Wealth Partners’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 		$5.17M Sell
27,076
-2,144
-7% -$305K 0.13% 131
2026
Q1 		$2.85M Buy
29,220
+1,840
+7% +$195K 0.09% 170
2025
Q4 		$3.21M Sell
27,380
-1,164
-4% -$148K 0.1% 150
2025
Q3 		$3.5M Buy
28,544
+268
+0.9% +$30.5K 0.12% 143
2025
Q2 		$3.6M Buy
28,276
+120
+0.4% +$13K 0.14% 132
2025
Q1 		$2.48M Sell
28,156
-908
-3% -$86.5K 0.11% 149
2024
Q4 		$2.49M Sell
29,064
-5,212
-15% -$433K 0.11% 148
2024
Q3 		$2.4M Buy
34,276
+2,096
+7% +$149K 0.1% 151
2024
Q2 		$3.08M Buy
32,180
+27,752
+627% +$2.31M 0.14% 125
2024
Q1 		$355K Buy
4,428
+312
+8% +$23.9K 0.02% 315
2023
Q4 		$263K Buy
+4,116
New +$216K 0.02% 338

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

Daymark Wealth Partners's CRWD Position: Q2 2026 in Review

Daymark Wealth Partners reduced its CrowdStrike (CRWD) stake by 7.3% in Q2 2026, selling an estimated $305K and leaving 27,076 shares worth $5.17M. The position accounts for 0.13% of the portfolio, ranked #131.

Daymark Wealth Partners first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Daymark Wealth Partners held 27,076 shares of CrowdStrike worth $5.17M as of Q2 2026.
  • Daymark Wealth Partners sold 2,144 CrowdStrike shares in Q2 2026, an estimated $305K.
  • CrowdStrike made up 0.13% of Daymark Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Daymark Wealth Partners first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.