Focused Wealth Management’s CrowdStrike CRWD Stock Holding History

Focused 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	–	Sell	-2,000	Closed	-$195K	–	276
2026 Q1	$195K	Buy	+2,000	New	+$212K	0.02%	197
2024 Q2	–	Sell	-2,400	Closed	-$192K	–	239
2024 Q1	$192K	Buy	+2,400	New	+$184K	0.03%	163
2023 Q3	–	Sell	-12,800	Closed	-$1.74K	–	1050
2023 Q2	$1.74K	Buy	12,800 +6,400	+100%	+$223K	﹤0.01%	819
2023 Q1	$12.6K	Sell	6,400 -800	-11%	-$23.1K	﹤0.01%	501
2022 Q4	$81	Buy	+7,200	New	+$246K	﹤0.01%	1047
2021 Q4	–	Sell	-4,000	Closed	-$9K	–	1003
2021 Q3	$9K	Buy	+4,000	New	+$258K	﹤0.01%	621
2020 Q4	–	Sell	-6,400	Closed	-$18K	–	836
2020 Q3	$18K	Buy	+6,400	New	+$186K	﹤0.01%	431

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

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

Focused Wealth Management reduced its CrowdStrike (CRWD) stake by 5% in Q2 2026, selling an estimated $29K and leaving 3,848 shares worth $734K. The position accounts for 0.06% of the portfolio, ranked #103.

Focused Wealth Management first reported a position in CRWD in Q3 2020 and has held it in 17 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Focused Wealth Management held 3,848 shares of CrowdStrike worth $734K as of Q2 2026.
Focused Wealth Management sold 204 CrowdStrike shares in Q2 2026, an estimated $29K.
CrowdStrike made up 0.06% of Focused Wealth Management's portfolio in Q2 2026, its #103 holding.
Focused Wealth Management first reported a position in CrowdStrike in Q3 2020 and has held it in 17 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.