Grant Private Wealth Management’s CrowdStrike CRWD Stock Holding History

Grant Private 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	$538K	Sell	2,820 -11,392	-80%	-$1.62M	0.23%	86
2026 Q1	$1.39M	Buy	14,212 +428	+3%	+$45.4K	0.74%	28
2025 Q4	$1.62M	Hold	13,784	–	–	0.98%	27
2025 Q3	$1.69M	Buy	+13,784	New	+$1.57M	1.04%	23

Other funds holding CRWD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Grant Private Wealth Management's CRWD Position: Q2 2026 in Review

Grant Private Wealth Management reduced its CrowdStrike (CRWD) stake by 80% in Q2 2026, selling an estimated $1.62M and leaving 2,820 shares worth $538K. The position accounts for 0.23% of the portfolio, ranked #86.

Grant Private Wealth Management first reported a position in CRWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.69M in Q3 2025. 398 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Grant Private Wealth Management held 2,820 shares of CrowdStrike worth $538K as of Q2 2026.
Grant Private Wealth Management sold 11,392 CrowdStrike shares in Q2 2026, an estimated $1.62M.
CrowdStrike made up 0.23% of Grant Private Wealth Management's portfolio in Q2 2026, its #86 holding.
Grant Private Wealth Management first reported a position in CrowdStrike in Q3 2025 and has held it in 4 quarters since.
Grant Private Wealth Management's CrowdStrike position peaked at $1.69M in Q3 2025.
398 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.