Defined Wealth Management’s CrowdStrike CRWD Stock Holding History

Defined 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	$582K	Sell	3,048 -112	-4%	-$15.9K	0.3%	75
2026 Q1	$308K	Buy	3,160 +60	+2%	+$6.36K	0.18%	93
2025 Q4	$363K	Buy	3,100 +16	+0.5%	+$2.04K	0.21%	87
2025 Q3	$378K	Buy	3,084 +20	+0.7%	+$2.27K	0.22%	84
2025 Q2	$390K	Sell	3,064 -52	-2%	-$5.64K	0.24%	87
2025 Q1	$275K	Buy	3,116 +12	+0.4%	+$1.14K	0.18%	96
2024 Q4	$266K	Buy	3,104 +24	+0.8%	+$2K	0.18%	99
2024 Q3	$216K	Buy	3,080 +16	+0.5%	+$1.14K	0.14%	104
2024 Q2	$294K	Buy	3,064 +12	+0.4%	+$998	0.2%	95
2024 Q1	$245K	Buy	+3,052	New	+$234K	0.18%	99

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

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

Defined Wealth Management reduced its CrowdStrike (CRWD) stake by 3.5% in Q2 2026, selling an estimated $15.9K and leaving 3,048 shares worth $582K. The position accounts for 0.3% of the portfolio, ranked #75.

Defined Wealth Management first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Defined Wealth Management held 3,048 shares of CrowdStrike worth $582K as of Q2 2026.
Defined Wealth Management sold 112 CrowdStrike shares in Q2 2026, an estimated $15.9K.
CrowdStrike made up 0.3% of Defined Wealth Management's portfolio in Q2 2026, its #75 holding.
Defined Wealth Management first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.