Family Management’s CrowdStrike CRWD Stock Holding History

Family 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	$1.34M	Sell	7,008 -512	-7%	-$72.7K	0.14%	113
2026 Q1	$734K	Buy	7,520 +1,164	+18%	+$123K	0.09%	125
2025 Q4	$745K	Buy	6,356 +712	+13%	+$90.6K	0.09%	116
2025 Q3	$692K	Buy	5,644 +868	+18%	+$98.7K	0.1%	110
2025 Q2	$608K	Sell	4,776 -532	-10%	-$57.7K	0.09%	114
2025 Q1	$468K	Buy	5,308 +352	+7%	+$33.5K	0.08%	119
2024 Q4	$424K	Buy	4,956 +200	+4%	+$16.6K	0.07%	120
2024 Q3	$333K	Sell	4,756 -100	-2%	-$7.1K	0.06%	132
2024 Q2	$465K	Buy	+4,856	New	+$404K	0.08%	104
2024 Q1	–	Sell	-25,568	Closed	-$1.63M	–	181
2023 Q4	$1.63M	Buy	25,568 +348	+1%	+$18.2K	0.34%	58
2023 Q3	$1.06M	Buy	25,220 +76	+0.3%	+$2.95K	0.24%	59
2023 Q2	$923K	Buy	+25,144	New	+$876K	0.2%	60

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

Family Management's CRWD Position: Q2 2026 in Review

Family Management reduced its CrowdStrike (CRWD) stake by 6.8% in Q2 2026, selling an estimated $72.7K and leaving 7,008 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #113.

Family Management first reported a position in CRWD in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.63M in Q4 2023. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Family Management held 7,008 shares of CrowdStrike worth $1.34M as of Q2 2026.
Family Management sold 512 CrowdStrike shares in Q2 2026, an estimated $72.7K.
CrowdStrike made up 0.14% of Family Management's portfolio in Q2 2026, its #113 holding.
Family Management first reported a position in CrowdStrike in Q2 2023 and has held it in 12 quarters since.
Family Management's CrowdStrike position peaked at $1.63M in Q4 2023.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.