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Independent Solutions Wealth Management’s CrowdStrike CRWD Stock Holding History

Independent Solutions Wealth Management’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 		$1.47M Sell
30,908
-1,068
-3% -$152K 0.19% 113
2026
Q1 		$3.12M Buy
31,976
+56
+0.2% +$5.93K 0.46% 62
2025
Q4 		$3.74M Sell
31,920
-1,728
-5% -$220K 0.69% 41
2025
Q3 		$4.13M Sell
33,648
-148
-0.4% -$16.8K 0.73% 39
2025
Q2 		$4.3M Buy
33,796
+356
+1% +$38.6K 0.84% 34
2025
Q1 		$2.95M Buy
33,440
+20,216
+153% +$1.93M 0.66% 47
2024
Q4 		$1.13M Sell
13,224
-112
-0.8% -$9.31K 0.25% 105
2024
Q3 		$935K Sell
13,336
-28,528
-68% -$2.03M 0.21% 99
2024
Q2 		$4.01M Buy
41,864
+60
+0.1% +$4.99K 0.92% 26
2024
Q1 		$3.35M Sell
41,804
-3,952
-9% -$303K 0.8% 39
2023
Q4 		$2.92M Buy
45,756
+940
+2% +$49.2K 0.75% 44
2023
Q3 		$1.88M Buy
44,816
+31,624
+240% +$1.23M 0.49% 52
2023
Q2 		$484K Sell
13,192
-132
-1% -$4.6K 0.12% 129
2023
Q1 		$457K Sell
13,324
-116
-0.9% -$3.35K 0.13% 126
2022
Q4 		$354K Sell
13,440
-1,204
-8% -$41.2K 0.11% 150
2022
Q3 		$603K Sell
14,644
-372
-2% -$17K 0.2% 99
2022
Q2 		$633K Sell
15,016
-28,368
-65% -$1.28M 0.2% 100
2022
Q1 		$2.46M Sell
43,384
-1,652
-4% -$77K 0.58% 42
2021
Q4 		$2.31M Buy
45,036
+868
+2% +$52.9K 0.54% 44
2021
Q3 		$2.71M Sell
44,168
-104
-0.2% -$6.71K 0.67% 38
2021
Q2 		$2.78M Buy
44,272
+1,420
+3% +$76.4K 0.68% 39
2021
Q1 		$1.96M Buy
42,852
+4,120
+11% +$218K 0.54% 44
2020
Q4 		$2.05M Buy
38,732
+7,292
+23% +$284K 0.64% 41
2020
Q3 		$1.08M Buy
+31,440
New +$916K 0.41% 53

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

Independent Solutions Wealth Management's CRWD Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its CrowdStrike (CRWD) stake by 3.3% in Q2 2026, selling an estimated $152K and leaving 30,908 shares worth $1.47M. The position accounts for 0.19% of the portfolio, ranked #113.

Independent Solutions Wealth Management first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.3M in Q2 2025. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Independent Solutions Wealth Management held 30,908 shares of CrowdStrike worth $1.47M as of Q2 2026.
  • Independent Solutions Wealth Management sold 1,068 CrowdStrike shares in Q2 2026, an estimated $152K.
  • CrowdStrike made up 0.19% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Independent Solutions Wealth Management first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
  • Independent Solutions Wealth Management's CrowdStrike position peaked at $4.3M in Q2 2025.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.