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GeoWealth Management’s CrowdStrike CRWD Stock Holding History

GeoWealth 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 		$651K Buy
3,412
+772
+29% +$110K 0.02% 435
2026
Q1 		$258K Buy
2,640
+136
+5% +$14.4K 0.01% 662
2025
Q4 		$293K Sell
2,504
-40
-2% -$5.09K 0.01% 574
2025
Q3 		$312K Sell
2,544
-348
-12% -$39.6K 0.01% 574
2025
Q2 		$368K Buy
2,892
+416
+17% +$45.1K 0.01% 485
2025
Q1 		$218K Sell
2,476
-2,316
-48% -$221K 0.01% 639
2024
Q4 		$410K Sell
4,792
-576
-11% -$47.9K 0.01% 521
2024
Q3 		$376K Sell
5,368
-1,824
-25% -$130K 0.01% 533
2024
Q2 		$689K Buy
7,192
+2,256
+46% +$188K 0.03% 354
2024
Q1 		$396K Buy
4,936
+3,468
+236% +$265K 0.02% 496
2023
Q4 		$93K Buy
+1,468
New +$76.9K 0.01% 593

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

GeoWealth Management's CRWD Position: Q2 2026 in Review

GeoWealth Management increased its CrowdStrike (CRWD) stake by 29% in Q2 2026, buying an estimated $110K and bringing the position to 3,412 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #435.

GeoWealth Management first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $689K in Q2 2024. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • GeoWealth Management held 3,412 shares of CrowdStrike worth $651K as of Q2 2026.
  • GeoWealth Management bought 772 CrowdStrike shares in Q2 2026, an estimated $110K.
  • CrowdStrike made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #435 holding.
  • GeoWealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's CrowdStrike position peaked at $689K in Q2 2024.
  • 2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.