Institute for Wealth Management’s CrowdStrike CRWD Stock Holding History

Institute for 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	$1.56M	Buy	8,188 +160	+2%	+$22.7K	0.14%	146
2026 Q1	$784K	Buy	8,028 +1,504	+23%	+$159K	0.08%	239
2025 Q4	$765K	Sell	6,524 -104	-2%	-$13.2K	0.08%	234
2025 Q3	$813K	Sell	6,628 -88	-1%	-$10K	0.08%	238
2025 Q2	$855K	Sell	6,716 -556	-8%	-$60.3K	0.1%	223
2025 Q1	$641K	Sell	7,272 -152	-2%	-$14.5K	0.08%	251
2024 Q4	$635K	Buy	7,424 +16	+0.2%	+$1.33K	0.08%	246
2024 Q3	$519K	Buy	7,408 +4,388	+145%	+$312K	0.07%	291
2024 Q2	$289K	Buy	3,020 +136	+5%	+$11.3K	0.04%	392
2024 Q1	$231K	Buy	+2,884	New	+$221K	0.03%	448
2022 Q4	–	Sell	-8,708	Closed	-$359K	–	456
2022 Q3	$359K	Buy	8,708 +744	+9%	+$34K	0.08%	302
2022 Q2	$336K	Buy	7,964 +912	+13%	+$41.3K	0.07%	366
2022 Q1	$400K	Buy	+7,052	New	+$329K	0.06%	338

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

Institute for Wealth Management's CRWD Position: Q2 2026 in Review

Institute for Wealth Management increased its CrowdStrike (CRWD) stake by 2% in Q2 2026, buying an estimated $22.7K and bringing the position to 8,188 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #146.

Institute for Wealth Management first reported a position in CRWD in Q1 2022 and has held it in 13 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Institute for Wealth Management held 8,188 shares of CrowdStrike worth $1.56M as of Q2 2026.
Institute for Wealth Management bought 160 CrowdStrike shares in Q2 2026, an estimated $22.7K.
CrowdStrike made up 0.14% of Institute for Wealth Management's portfolio in Q2 2026, its #146 holding.
Institute for Wealth Management first reported a position in CrowdStrike in Q1 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 Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.