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Fortem Financial Group’s CrowdStrike CRWD Stock Holding History

Fortem Financial 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 		$3.02M Buy
15,824
+2,204
+16% +$313K 0.62% 45
2026
Q1 		$1.33M Buy
13,620
+692
+5% +$73.3K 0.33% 72
2025
Q4 		$1.52M Buy
12,928
+1,024
+9% +$130K 0.41% 65
2025
Q3 		$1.46M Buy
11,904
+2,428
+26% +$276K 0.42% 65
2025
Q2 		$1.21M Buy
9,476
+700
+8% +$75.9K 0.39% 67
2025
Q1 		$774K Buy
8,776
+2,068
+31% +$197K 0.3% 92
2024
Q4 		$574K Buy
6,708
+200
+3% +$16.6K 0.22% 107
2024
Q3 		$456K Buy
6,508
+2,508
+63% +$178K 0.19% 121
2024
Q2 		$383K Sell
4,000
-324
-7% -$26.9K 0.16% 124
2024
Q1 		$347K Sell
4,324
-2,736
-39% -$209K 0.15% 137
2023
Q4 		$451K Buy
7,060
+92
+1% +$4.82K 0.22% 112
2023
Q3 		$292K Sell
6,968
-32
-0.5% -$1.24K 0.17% 134
2023
Q2 		$257K Buy
7,000
+180
+3% +$6.27K 0.15% 138
2023
Q1 		$234K Buy
+6,820
New +$197K 0.15% 134
2022
Q4 		– Sell
-6,660
Closed -$274K – 156
2022
Q3 		$274K Buy
6,660
+148
+2% +$6.77K 0.19% 130
2022
Q2 		$274K Sell
6,512
-884
-12% -$40K 0.18% 140
2022
Q1 		$420K Buy
7,396
+2,184
+42% +$102K 0.18% 119
2021
Q4 		$267K Sell
5,212
-800
-13% -$48.7K 0.12% 149
2021
Q3 		$369K Buy
6,012
+680
+13% +$43.9K 0.19% 128
2021
Q2 		$335K Buy
5,332
+892
+20% +$48K 0.17% 139
2021
Q1 		$203K Buy
4,440
+1,800
+68% +$95.2K 0.12% 155
2020
Q4 		$140K Buy
+2,640
New +$103K 0.08% 168

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fortem Financial Group's CRWD Position: Q2 2026 in Review

Fortem Financial Group increased its CrowdStrike (CRWD) stake by 16% in Q2 2026, buying an estimated $313K and bringing the position to 15,824 shares worth $3.02M. The position accounts for 0.62% of the portfolio, ranked #45.

Fortem Financial Group first reported a position in CRWD in Q4 2020 and has held it in 22 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Fortem Financial Group held 15,824 shares of CrowdStrike worth $3.02M as of Q2 2026.
  • Fortem Financial Group bought 2,204 CrowdStrike shares in Q2 2026, an estimated $313K.
  • CrowdStrike made up 0.62% of Fortem Financial Group's portfolio in Q2 2026, its #45 holding.
  • Fortem Financial Group first reported a position in CrowdStrike in Q4 2020 and has held it in 22 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.