Dynasty Wealth Management’s CrowdStrike CRWD Stock Holding History

Dynasty 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	$518K	Buy	10,864 +6,076	+127%	+$863K	﹤0.01%	254
2026 Q1	$467K	Sell	4,788 -1,216	-20%	-$129K	﹤0.01%	243
2025 Q4	$704K	Buy	6,004 +544	+10%	+$69.3K	0.01%	215
2025 Q3	$669K	Buy	+5,460	New	+$621K	0.01%	198

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

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

Dynasty Wealth Management increased its CrowdStrike (CRWD) stake by 127% in Q2 2026, buying an estimated $863K and bringing the position to 10,864 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Dynasty Wealth Management first reported a position in CRWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $704K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Dynasty Wealth Management held 10,864 shares of CrowdStrike worth $518K as of Q2 2026.
Dynasty Wealth Management bought 6,076 CrowdStrike shares in Q2 2026, an estimated $863K.
CrowdStrike made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #254 holding.
Dynasty Wealth Management first reported a position in CrowdStrike in Q3 2025 and has held it in 4 quarters since.
Dynasty Wealth Management's CrowdStrike position peaked at $704K in Q4 2025.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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