HWM
CRWD icon

HB Wealth Management’s CrowdStrike CRWD Stock Holding History

HB 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 		$10.4M Buy
54,248
+1,976
+4% +$281K 0.06% 165
2026
Q1 		$5.1M Buy
52,272
+1,572
+3% +$167K 0.03% 255
2025
Q4 		$5.94M Buy
50,700
+3,636
+8% +$463K 0.04% 232
2025
Q3 		$5.77M Buy
47,064
+7,016
+18% +$798K 0.04% 234
2025
Q2 		$5.1M Buy
40,048
+7,476
+23% +$810K 0.04% 227
2025
Q1 		$2.87M Buy
32,572
+2,076
+7% +$198K 0.02% 308
2024
Q4 		$2.61M Buy
30,496
+4,528
+17% +$376K 0.03% 243
2024
Q3 		$1.82M Buy
25,968
+13,604
+110% +$966K 0.02% 289
2024
Q2 		$1.18M Sell
12,364
-1,272
-9% -$106K 0.01% 336
2024
Q1 		$1.09M Buy
13,636
+3,908
+40% +$299K 0.01% 341
2023
Q4 		$621K Buy
9,728
+2,824
+41% +$148K 0.01% 402
2023
Q3 		$289K Buy
6,904
+1,260
+22% +$49K ﹤0.01% 581
2023
Q2 		$207K Buy
+5,644
New +$197K ﹤0.01% 669
2022
Q3 		– Sell
-5,968
Closed -$251K – 585
2022
Q2 		$251K Buy
+5,968
New +$270K 0.01% 486

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

HB Wealth Management's CRWD Position: Q2 2026 in Review

HB Wealth Management increased its CrowdStrike (CRWD) stake by 3.8% in Q2 2026, buying an estimated $281K and bringing the position to 54,248 shares worth $10.4M. The position accounts for 0.06% of the portfolio, ranked #165.

HB Wealth Management first reported a position in CRWD in Q2 2022 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • HB Wealth Management held 54,248 shares of CrowdStrike worth $10.4M as of Q2 2026.
  • HB Wealth Management bought 1,976 CrowdStrike shares in Q2 2026, an estimated $281K.
  • CrowdStrike made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #165 holding.
  • HB Wealth Management first reported a position in CrowdStrike in Q2 2022 and has held it in 14 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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