Heritage Wealth Management (California)’s CrowdStrike CRWD Stock Holding History

Heritage Wealth Management (California)’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	$248K	Buy	+1,300	New	+$185K	0.09%	89

Other funds holding CRWD

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Heritage Wealth Management (California)'s CRWD Position: Q2 2026 in Review

Heritage Wealth Management (California) opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,300 shares worth $248K. The stake represents 0.09% of the portfolio and ranks #89 among its holdings.

1,112 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Heritage Wealth Management (California) held 1,300 shares of CrowdStrike worth $248K as of Q2 2026.
CrowdStrike was a new Heritage Wealth Management (California) position in Q2 2026.
CrowdStrike made up 0.09% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #89 holding.
1,112 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.