IVC Wealth Advisors’s CrowdStrike CRWD Stock Holding History

IVC 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	$1.06M	Sell	5,548 -372	-6%	-$52.9K	0.41%	48
2026 Q1	$578K	Sell	5,920 -56	-0.9%	-$5.93K	0.25%	77
2025 Q4	$700K	Sell	5,976 -40	-0.7%	-$5.09K	0.3%	67
2025 Q3	$738K	Buy	6,016 +148	+3%	+$16.8K	0.33%	58
2025 Q2	$747K	Buy	5,868 +176	+3%	+$19.1K	0.36%	56
2025 Q1	$502K	Sell	5,692 -12	-0.2%	-$1.14K	0.27%	77
2024 Q4	$488K	Buy	5,704 +400	+8%	+$33.3K	0.27%	73
2024 Q3	$372K	Buy	5,304 +1,152	+28%	+$81.8K	0.2%	100
2024 Q2	$398K	Hold	4,152	–	–	0.22%	98
2024 Q1	$333K	Buy	4,152 +44	+1%	+$3.37K	0.19%	112
2023 Q4	$262K	Buy	+4,108	New	+$215K	0.16%	121
2022 Q2	–	Sell	-3,680	Closed	-$209K	–	141
2022 Q1	$209K	Buy	+3,680	New	+$171K	0.14%	143
2021 Q4	–	Sell	-3,300	Closed	-$203K	–	137
2021 Q3	$203K	Buy	+3,300	New	+$213K	0.14%	129

Other funds holding CRWD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

IVC Wealth Advisors reduced its CrowdStrike (CRWD) stake by 6.3% in Q2 2026, selling an estimated $52.9K and leaving 5,548 shares worth $1.06M. The position accounts for 0.41% of the portfolio, ranked #48.

IVC Wealth Advisors first reported a position in CRWD in Q3 2021 and has held it in 13 quarters since. 398 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

IVC Wealth Advisors held 5,548 shares of CrowdStrike worth $1.06M as of Q2 2026.
IVC Wealth Advisors sold 372 CrowdStrike shares in Q2 2026, an estimated $52.9K.
CrowdStrike made up 0.41% of IVC Wealth Advisors's portfolio in Q2 2026, its #48 holding.
IVC Wealth Advisors first reported a position in CrowdStrike in Q3 2021 and has held it in 13 quarters since.
398 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.