IWA
CRWD icon

Icon Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Icon 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 		$1.48M Buy
7,736
+4,680
+153% +$665K 0.09% 148
2026
Q1 		$346K Buy
3,056
+400
+15% +$42.4K 0.02% 300
2025
Q4 		$311K Sell
2,656
-452
-15% -$57.5K 0.02% 311
2025
Q3 		$381K Sell
3,108
-2,044
-40% -$232K 0.03% 288
2025
Q2 		$656K Buy
5,152
+684
+15% +$74.1K 0.05% 219
2025
Q1 		$394K Sell
4,468
-1,900
-30% -$181K 0.03% 250
2024
Q4 		$545K Sell
6,368
-1,400
-18% -$116K 0.04% 201
2024
Q3 		$545K Buy
7,768
+908
+13% +$64.5K 0.05% 201
2024
Q2 		$398K Buy
6,860
+400
+6% +$33.3K 0.04% 240
2024
Q1 		$518K Sell
6,460
-740
-10% -$56.6K 0.05% 203
2023
Q4 		$460K Buy
+7,200
New +$377K 0.05% 203
2022
Q4 		$230K Buy
8,752
+692
+9% +$23.7K 0.03% 287
2022
Q3 		$332K Buy
+8,060
New +$369K 0.04% 227

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

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

Icon Wealth Advisors increased its CrowdStrike (CRWD) stake by 153% in Q2 2026, buying an estimated $665K and bringing the position to 7,736 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #148.

Icon Wealth Advisors first reported a position in CRWD in Q3 2022 and has held it in 13 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Icon Wealth Advisors held 7,736 shares of CrowdStrike worth $1.48M as of Q2 2026.
  • Icon Wealth Advisors bought 4,680 CrowdStrike shares in Q2 2026, an estimated $665K.
  • CrowdStrike made up 0.09% of Icon Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Icon Wealth Advisors first reported a position in CrowdStrike in Q3 2022 and has held it in 13 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.