HWA
CRWD icon

Heartwood Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Heartwood 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 		$348K Buy
+1,824
New +$259K 0.03% 174
2025
Q4 		– Sell
-1,160
Closed -$142K – 292
2025
Q3 		$142K Buy
+1,160
New +$132K 0.01% 226

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

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

Heartwood Wealth Advisors opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,824 shares worth $348K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in CRWD as recently as Q3 2025.

Heartwood Wealth Advisors first reported a position in CRWD in Q3 2025 and has held it in 2 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Heartwood Wealth Advisors held 1,824 shares of CrowdStrike worth $348K as of Q2 2026.
  • CrowdStrike was a new Heartwood Wealth Advisors position in Q2 2026.
  • CrowdStrike made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Heartwood Wealth Advisors first reported a position in CrowdStrike in Q3 2025 and has held it in 2 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.