Gradient Investments’s CrowdStrike CRWD Stock Holding History

Gradient Investments’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	$33.5M	Buy	+175,456	New	+$24.9M	0.46%	66
2024 Q3	–	Sell	-24	Closed	-$2.3K	–	510
2024 Q2	$2.3K	Buy	+24	New	+$2K	﹤0.01%	967
2024 Q1	–	Sell	-44	Closed	-$2.81K	–	1362
2023 Q4	$2.81K	Sell	44 -800	-95%	-$41.9K	﹤0.01%	1143
2023 Q3	$35.3K	Buy	844 +800	+1,818%	+$31.1K	﹤0.01%	578
2023 Q2	$1.62K	Hold	44	–	–	﹤0.01%	1207
2023 Q1	$1.51K	Hold	44	–	–	﹤0.01%	1148
2022 Q4	$1.16K	Sell	44 -124	-74%	-$4.24K	﹤0.01%	1171
2022 Q3	$7K	Hold	168	–	–	﹤0.01%	873
2022 Q2	$7K	Sell	168 -8	-5%	-$362	﹤0.01%	834
2022 Q1	$10K	Sell	176 -36	-17%	-$1.68K	﹤0.01%	767
2021 Q4	$11K	Sell	212 -3,208	-94%	-$195K	﹤0.01%	773
2021 Q3	$210K	Hold	3,420	–	–	0.01%	275
2021 Q2	$215K	Buy	3,420 +20	+0.6%	+$1.08K	0.01%	275
2021 Q1	$155K	Hold	3,400	–	–	0.01%	311
2020 Q4	$117K	Hold	3,400	–	–	0.01%	297
2020 Q3	$117K	Buy	3,400 +200	+6%	+$5.83K	﹤0.01%	297
2020 Q2	$80K	Buy	+3,200	New	+$64.2K	﹤0.01%	321

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

Gradient Investments's CRWD Position: Q2 2026 in Review

Gradient Investments opened a new position in CrowdStrike (CRWD) in Q2 2026: 175,456 shares worth $33.5M. The stake represents 0.46% of the portfolio and ranks #66 among its holdings. This is a return to the name: Gradient Investments previously reported a position in CRWD as recently as Q2 2024.

Gradient Investments first reported a position in CRWD in Q2 2020 and has held it in 17 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Gradient Investments held 175,456 shares of CrowdStrike worth $33.5M as of Q2 2026.
CrowdStrike was a new Gradient Investments position in Q2 2026.
CrowdStrike made up 0.46% of Gradient Investments's portfolio in Q2 2026, its #66 holding.
Gradient Investments first reported a position in CrowdStrike in Q2 2020 and has held it in 17 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.