High Net Worth Advisory Group’s CrowdStrike CRWD Stock Holding History

High Net Worth Advisory Group’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	$238K	Sell	5,000 -800	-14%	-$114K	0.05%	228
2026 Q1	$566K	Buy	5,800 +128	+2%	+$13.6K	0.13%	136
2025 Q4	$665K	Sell	5,672 -652	-10%	-$83K	0.15%	121
2025 Q3	$775K	Buy	6,324 +432	+7%	+$49.1K	0.19%	108
2025 Q2	$750K	Hold	5,892	–	–	0.2%	103
2025 Q1	$519K	Buy	5,892 +788	+15%	+$75.1K	0.15%	125
2024 Q4	$437K	Buy	5,104 +1,408	+38%	+$117K	0.12%	138
2024 Q3	$259K	Buy	3,696 +1,496	+68%	+$106K	0.07%	192
2024 Q2	$211K	Buy	+2,200	New	+$183K	0.06%	200
2023 Q1	–	Sell	-4,680	Closed	-$123K	–	267
2022 Q4	$123K	Sell	4,680 -2,800	-37%	-$95.8K	0.05%	229
2022 Q3	$308K	Buy	7,480 +2,280	+44%	+$104K	0.13%	138
2022 Q2	$219K	Buy	5,200 +300	+6%	+$13.6K	0.09%	178
2022 Q1	$278K	Sell	4,900 -1,300	-21%	-$60.6K	0.1%	151
2021 Q4	$317K	Buy	+6,200	New	+$378K	0.11%	153

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

High Net Worth Advisory Group's CRWD Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its CrowdStrike (CRWD) stake by 14% in Q2 2026, selling an estimated $114K and leaving 5,000 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #228.

High Net Worth Advisory Group first reported a position in CRWD in Q4 2021 and has held it in 14 quarters since. The position peaked at $775K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

High Net Worth Advisory Group held 5,000 shares of CrowdStrike worth $238K as of Q2 2026.
High Net Worth Advisory Group sold 800 CrowdStrike shares in Q2 2026, an estimated $114K.
CrowdStrike made up 0.05% of High Net Worth Advisory Group's portfolio in Q2 2026, its #228 holding.
High Net Worth Advisory Group first reported a position in CrowdStrike in Q4 2021 and has held it in 14 quarters since.
High Net Worth Advisory Group's CrowdStrike position peaked at $775K in Q3 2025.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.