HCR Wealth Advisors’s CrowdStrike CRWD Stock Holding History

HCR Wealth Advisors’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	$439K	Buy	2,300 +64	+3%	+$9.09K	0.04%	169
2026 Q1	$218K	Buy	2,236 +484	+28%	+$51.3K	0.02%	226
2025 Q4	$205K	Buy	1,752 +112	+7%	+$14.3K	0.02%	241
2025 Q3	$204K	Sell	1,640 -248	-13%	-$28.2K	0.02%	233
2025 Q2	$240K	Buy	+1,888	New	+$205K	0.03%	209

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

HCR Wealth Advisors's CRWD Position: Q2 2026 in Review

HCR Wealth Advisors increased its CrowdStrike (CRWD) stake by 2.9% in Q2 2026, buying an estimated $9.09K and bringing the position to 2,300 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #169.

HCR Wealth Advisors first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

HCR Wealth Advisors held 2,300 shares of CrowdStrike worth $439K as of Q2 2026.
HCR Wealth Advisors bought 64 CrowdStrike shares in Q2 2026, an estimated $9.09K.
CrowdStrike made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #169 holding.
HCR Wealth Advisors first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.