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
2024
Q4 		– Sell
-3,600
Closed -$253K – 1086
2024
Q3 		$253K Buy
3,600
+2,000
+125% +$142K ﹤0.01% 816
2024
Q2 		$153K Buy
+1,600
New +$133K ﹤0.01% 864

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HB Wealth Management's CRWD Position: Q1 2026 in Review

HB Wealth Management increased its CrowdStrike (CRWD) stake by 3.1% in Q1 2026, buying an estimated $167K and bringing the position to 52,272 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #255.

HB Wealth Management first reported a position in CRWD in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.94M in Q4 2025. 2,074 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • HB Wealth Management held 52,272 shares of CrowdStrike worth $5.1M as of Q1 2026.
  • HB Wealth Management bought 1,572 CrowdStrike shares in Q1 2026, an estimated $167K.
  • CrowdStrike made up 0.03% of HB Wealth Management's portfolio in Q1 2026, its #255 holding.
  • HB Wealth Management first reported a position in CrowdStrike in Q2 2022 and has held it in 13 quarters since.
  • HB Wealth Management's CrowdStrike position peaked at $5.94M in Q4 2025.
  • 2,074 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.