Diversify Wealth Management’s CrowdStrike CRWD Stock Holding History

Diversify 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	$14.8M	Buy	329,260 +235,336	+251%	+$33.4M	0.25%	82
2026 Q1	$10.6M	Buy	93,924 +47,404	+102%	+$5.02M	0.19%	111
2025 Q4	$5.44M	Sell	46,520 -3,668	-7%	-$467K	0.25%	104
2025 Q3	$6.93M	Buy	50,188 +1,988	+4%	+$226K	0.4%	64
2025 Q2	$5.25M	Buy	48,200 +1,700	+4%	+$184K	0.32%	80
2025 Q1	$5.01M	Sell	46,500 -824	-2%	-$78.5K	0.37%	65
2024 Q4	$4.13M	Buy	47,324 +15,124	+47%	+$1.26M	0.32%	80
2024 Q3	$2.41M	Buy	+32,200	New	+$2.29M	0.23%	113

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

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

Diversify Wealth Management increased its CrowdStrike (CRWD) stake by 251% in Q2 2026, buying an estimated $33.4M and bringing the position to 329,260 shares worth $14.8M. The position accounts for 0.25% of the portfolio, ranked #82.

Diversify Wealth Management first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Diversify Wealth Management held 329,260 shares of CrowdStrike worth $14.8M as of Q2 2026.
Diversify Wealth Management bought 235,336 CrowdStrike shares in Q2 2026, an estimated $33.4M.
CrowdStrike made up 0.25% of Diversify Wealth Management's portfolio in Q2 2026, its #82 holding.
Diversify Wealth Management first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.