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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's CRWD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its CrowdStrike (CRWD) stake by 3.4% in Q1 2026, buying an estimated $285K and bringing the position to 81,460 shares worth $7.95M. The position accounts for 0.06% of the portfolio, ranked #286.

Integrated Wealth Concepts first reported a position in CRWD in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.3M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Integrated Wealth Concepts held 81,460 shares of CrowdStrike worth $7.95M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,688 CrowdStrike shares in Q1 2026, an estimated $285K.
  • CrowdStrike made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #286 holding.
  • Integrated Wealth Concepts first reported a position in CrowdStrike in Q3 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's CrowdStrike position peaked at $11.3M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.