Forvis Mazars Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Forvis Mazars Wealth Advisors’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	$811K	Buy	4,252 +1,780	+72%	+$253K	0.01%	245
2026 Q1	$241K	Buy	2,472 +88	+4%	+$9.32K	﹤0.01%	380
2025 Q4	$279K	Sell	2,384 -640	-21%	-$81.5K	0.01%	364
2025 Q3	$371K	Buy	3,024 +48	+2%	+$5.46K	0.01%	328
2025 Q2	$379K	Buy	2,976 +312	+12%	+$33.8K	0.01%	330
2025 Q1	$235K	Buy	+2,664	New	+$254K	0.01%	370
2024 Q3	–	Sell	-2,664	Closed	-$255K	–	432
2024 Q2	$255K	Buy	+2,664	New	+$222K	0.01%	373

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

Forvis Mazars Wealth Advisors's CRWD Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its CrowdStrike (CRWD) stake by 72% in Q2 2026, buying an estimated $253K and bringing the position to 4,252 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #245.

Forvis Mazars Wealth Advisors first reported a position in CRWD in Q2 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,252 shares of CrowdStrike worth $811K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 1,780 CrowdStrike shares in Q2 2026, an estimated $253K.
CrowdStrike made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #245 holding.
Forvis Mazars Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and has held it in 7 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.