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Dogwood Wealth Management’s CrowdStrike CRWD Stock Holding History

Dogwood 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 		$494K Sell
2,588
-712
-22% -$101K 0.19% 48
2026
Q1 		$322K Buy
3,300
+3,104
+1,584% +$329K 0.14% 64
2025
Q4 		$23K Buy
196
+44
+29% +$5.6K 0.01% 185
2025
Q3 		$18.6K Buy
152
+4
+3% +$455 0.01% 193
2025
Q2 		$18.8K Sell
148
-460
-76% -$49.9K 0.01% 183
2025
Q1 		$53.6K Buy
608
+116
+24% +$11.1K 0.03% 117
2024
Q4 		$42.1K Sell
492
-260
-35% -$21.6K 0.02% 128
2024
Q3 		$52.7K Buy
752
+212
+39% +$15.1K 0.03% 114
2024
Q2 		$51.7K Hold
540
– – 0.03% 112
2024
Q1 		$43.4K Hold
540
– – 0.03% 131
2023
Q4 		$34.6K Buy
+540
New +$28.3K 0.03% 130

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

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

Dogwood Wealth Management reduced its CrowdStrike (CRWD) stake by 22% in Q2 2026, selling an estimated $101K and leaving 2,588 shares worth $494K. The position accounts for 0.19% of the portfolio, ranked #48.

Dogwood Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Dogwood Wealth Management held 2,588 shares of CrowdStrike worth $494K as of Q2 2026.
  • Dogwood Wealth Management sold 712 CrowdStrike shares in Q2 2026, an estimated $101K.
  • CrowdStrike made up 0.19% of Dogwood Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Dogwood Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.