Golden State Wealth Management’s CrowdStrike CRWD Stock Holding History

Golden State Wealth 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	$1.36M	Buy	7,144 +1,316	+23%	+$187K	0.12%	163
2026 Q1	$569K	Buy	5,828 +1,864	+47%	+$198K	0.06%	232
2025 Q4	$465K	Sell	3,964 -28	-0.7%	-$3.56K	0.05%	264
2025 Q3	$489K	Sell	3,992 -636	-14%	-$72.3K	0.05%	247
2025 Q2	$589K	Buy	4,628 +2,548	+123%	+$276K	0.07%	199
2025 Q1	$183K	Sell	2,080 -1,264	-38%	-$120K	0.03%	351
2024 Q4	$286K	Buy	+3,344	New	+$278K	0.04%	275
2022 Q1	–	Sell	-5,292	Closed	-$271K	–	316
2021 Q4	$271K	Buy	5,292 +896	+20%	+$54.6K	0.05%	305
2021 Q3	$270K	Buy	4,396 +752	+21%	+$48.5K	0.06%	247
2021 Q2	$229K	Sell	3,644 -2,960	-45%	-$159K	0.05%	262
2021 Q1	$301K	Buy	6,604 +1,176	+22%	+$62.2K	0.1%	148
2020 Q4	$287K	Buy	+5,428	New	+$212K	0.08%	182
2020 Q2	–	Sell	-1,000	Closed	-$14K	–	323
2020 Q1	$14K	Buy	+1,000	New	+$14.1K	0.01%	554
2019 Q4	–	Sell	-1,000	Closed	-$15K	–	224
2019 Q3	$15K	Hold	1,000	–	–	﹤0.01%	665
2019 Q2	$17K	Buy	+1,000	New	+$17K	0.01%	641

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

Golden State Wealth Management's CRWD Position: Q2 2026 in Review

Golden State Wealth Management increased its CrowdStrike (CRWD) stake by 23% in Q2 2026, buying an estimated $187K and bringing the position to 7,144 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #163.

Golden State Wealth Management first reported a position in CRWD in Q2 2019 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Golden State Wealth Management held 7,144 shares of CrowdStrike worth $1.36M as of Q2 2026.
Golden State Wealth Management bought 1,316 CrowdStrike shares in Q2 2026, an estimated $187K.
CrowdStrike made up 0.12% of Golden State Wealth Management's portfolio in Q2 2026, its #163 holding.
Golden State Wealth Management first reported a position in CrowdStrike in Q2 2019 and has held it in 15 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.