PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CrowdStrike CRWD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$91.7K	Hold	480	–	–	0.02%	262
2026 Q1	$46.9K	Sell	480 -64	-12%	-$6.78K	0.01%	303
2025 Q4	$63.8K	Buy	544 +16	+3%	+$2.04K	0.02%	278
2025 Q3	$64.8K	Hold	528	–	–	0.02%	250
2025 Q2	$67.3K	Buy	528 +32	+6%	+$3.47K	0.02%	241
2025 Q1	$43.8K	Buy	496 +48	+11%	+$4.57K	0.02%	274
2024 Q4	$38.6K	Buy	+448	New	+$37.2K	0.02%	282

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CRWD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its CrowdStrike (CRWD) position steady in Q2 2026 at 480 shares worth $91.7K. The position accounts for 0.02% of the portfolio, ranked #262.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 1,517 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 480 shares of CrowdStrike worth $91.7K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #262 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
1,517 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.