GWMIA
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Global Wealth Management Investment Advisory’s CrowdStrike CRWD Stock Holding History

Global Wealth Management Investment Advisory’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 		$9.78M Sell
51,280
-1,308
-2% -$186K 1.39% 21
2026
Q1 		$5.13M Buy
52,588
+15,280
+41% +$1.62M 0.8% 41
2025
Q4 		$4.37M Buy
37,308
+980
+3% +$125K 0.7% 52
2025
Q3 		$4.45M Buy
36,328
+4,640
+15% +$528K 0.75% 49
2025
Q2 		$4.03M Sell
31,688
-1,616
-5% -$175K 0.76% 47
2025
Q1 		$2.94M Buy
33,304
+3,704
+13% +$353K 0.59% 60
2024
Q4 		$2.53M Buy
+29,600
New +$2.46M 0.52% 63
2024
Q1 		– Sell
-1,580
Closed -$101K – 206
2023
Q4 		$101K Sell
1,580
-960
-38% -$50.3K 0.03% 151
2023
Q3 		$106K Sell
2,540
-1,600
-39% -$62.2K 0.03% 150
2023
Q2 		$152K Buy
+4,140
New +$144K 0.04% 140
2022
Q3 		– Sell
-3,456
Closed -$146K – 216
2022
Q2 		$146K Sell
3,456
-720
-17% -$32.6K 0.05% 141
2022
Q1 		$237K Buy
4,176
+84
+2% +$3.91K 0.07% 136
2021
Q4 		$209K Buy
4,092
+576
+16% +$35.1K 0.06% 137
2021
Q3 		$216K Buy
3,516
+116
+3% +$7.48K 0.07% 132
2021
Q2 		$214K Buy
3,400
+976
+40% +$52.5K 0.07% 124
2021
Q1 		$111K Buy
2,424
+1,164
+92% +$61.6K 0.04% 153
2020
Q4 		$67K Buy
1,260
+436
+53% +$17K 0.03% 174
2020
Q3 		$28K Sell
824
-196
-19% -$5.71K 0.01% 208
2020
Q2 		$26K Buy
1,020
+420
+70% +$8.42K 0.01% 251
2020
Q1 		$8K Buy
600
+200
+50% +$2.82K ﹤0.01% 356
2019
Q4 		$5K Buy
+400
New +$5.25K ﹤0.01% 426

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

Global Wealth Management Investment Advisory's CRWD Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its CrowdStrike (CRWD) stake by 2.5% in Q2 2026, selling an estimated $186K and leaving 51,280 shares worth $9.78M. The position accounts for 1.39% of the portfolio, ranked #21.

Global Wealth Management Investment Advisory first reported a position in CRWD in Q4 2019 and has held it in 21 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Global Wealth Management Investment Advisory held 51,280 shares of CrowdStrike worth $9.78M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 1,308 CrowdStrike shares in Q2 2026, an estimated $186K.
  • CrowdStrike made up 1.39% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #21 holding.
  • Global Wealth Management Investment Advisory first reported a position in CrowdStrike in Q4 2019 and has held it in 21 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.