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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CRWD Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its CrowdStrike (CRWD) stake by 3.7% in Q1 2026, buying an estimated $9.32K and bringing the position to 2,472 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Forvis Mazars Wealth Advisors first reported a position in CRWD in Q2 2024 and has held it in 6 quarters since. The position peaked at $379K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 2,472 shares of CrowdStrike worth $241K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 88 CrowdStrike shares in Q1 2026, an estimated $9.32K.
  • CrowdStrike made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #380 holding.
  • Forvis Mazars Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and has held it in 6 quarters since.
  • Forvis Mazars Wealth Advisors's CrowdStrike position peaked at $379K in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.