Elwood & Goetz Wealth Advisory Group’s CrowdStrike CRWD Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$569K	Sell	2,980 -24	-0.8%	-$3.41K	0.08%	79
2026 Q1	$293K	Buy	3,004 +88	+3%	+$9.32K	0.05%	109
2025 Q4	$342K	Buy	2,916 +204	+8%	+$26K	0.06%	92
2025 Q3	$332K	Hold	2,712	–	–	0.06%	86
2025 Q2	$345K	Sell	2,712 -200	-7%	-$21.7K	0.07%	79
2025 Q1	$257K	Buy	2,912 +200	+7%	+$19.1K	0.06%	83
2024 Q4	$232K	Buy	+2,712	New	+$225K	0.06%	89

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

Elwood & Goetz Wealth Advisory Group's CRWD Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its CrowdStrike (CRWD) stake by 0.8% in Q2 2026, selling an estimated $3.41K and leaving 2,980 shares worth $569K. The position accounts for 0.08% of the portfolio, ranked #79.

Elwood & Goetz Wealth Advisory Group first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 2,980 shares of CrowdStrike worth $569K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 24 CrowdStrike shares in Q2 2026, an estimated $3.41K.
CrowdStrike made up 0.08% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #79 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.