IWC
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Integrated Wealth Concepts’s CrowdStrike CRWD Stock Holding History

Integrated Wealth Concepts’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 		$24.9M Buy
130,608
+49,148
+60% +$6.98M 0.12% 158
2026
Q1 		$7.95M Buy
81,460
+2,688
+3% +$285K 0.06% 286
2025
Q4 		$9.23M Sell
78,772
-10,136
-11% -$1.29M 0.11% 169
2025
Q3 		$10.9M Buy
88,908
+452
+0.5% +$51.4K 0.1% 195
2025
Q2 		$11.3M Sell
88,456
-3,000
-3% -$325K 0.11% 170
2025
Q1 		$8.06M Buy
91,456
+7,360
+9% +$701K 0.09% 211
2024
Q4 		$7.19M Buy
84,096
+4,784
+6% +$398K 0.08% 226
2024
Q3 		$5.56M Buy
79,312
+12,224
+18% +$868K 0.07% 264
2024
Q2 		$6.43M Buy
67,088
+4,288
+7% +$357K 0.09% 221
2024
Q1 		$5.03M Buy
62,800
+4,804
+8% +$368K 0.07% 264
2023
Q4 		$3.7M Sell
57,996
-4,408
-7% -$231K 0.06% 298
2023
Q3 		$2.61M Buy
62,404
+2,968
+5% +$115K 0.05% 363
2023
Q2 		$2.18M Buy
59,436
+8,732
+17% +$304K 0.04% 429
2023
Q1 		$1.74M Buy
50,704
+14,860
+41% +$430K 0.04% 455
2022
Q4 		$944K Sell
35,844
-7,776
-18% -$266K 0.03% 488
2022
Q3 		$1.8M Sell
43,620
-1,248
-3% -$57.1K 0.06% 309
2022
Q2 		$1.89M Buy
44,868
+40
+0.1% +$1.81K 0.06% 294
2022
Q1 		$2.54M Buy
44,828
+4,144
+10% +$193K 0.08% 214
2021
Q4 		$2.08M Buy
40,684
+3,880
+11% +$236K 0.06% 255
2021
Q3 		$2.26M Buy
36,804
+21,204
+136% +$1.37M 0.07% 223
2021
Q2 		$980K Buy
15,600
+20
+0.1% +$1.08K 0.03% 361
2021
Q1 		$711K Buy
15,580
+5,488
+54% +$290K 0.03% 378
2020
Q4 		$534K Buy
10,092
+588
+6% +$22.9K 0.03% 397
2020
Q3 		$326K Buy
+9,504
New +$277K 0.02% 435

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

Integrated Wealth Concepts's CRWD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its CrowdStrike (CRWD) stake by 60% in Q2 2026, buying an estimated $6.98M and bringing the position to 130,608 shares worth $24.9M. The position accounts for 0.12% of the portfolio, ranked #158.

Integrated Wealth Concepts first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Integrated Wealth Concepts held 130,608 shares of CrowdStrike worth $24.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 49,148 CrowdStrike shares in Q2 2026, an estimated $6.98M.
  • CrowdStrike made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #158 holding.
  • Integrated Wealth Concepts first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.