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Jacksonville Wealth Management’s CrowdStrike CRWD Stock Holding History

Jacksonville 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 		$2.24M Sell
11,760
-180
-2% -$25.6K 1.27% 19
2026
Q1 		$1.17M Buy
11,940
+92
+0.8% +$9.75K 0.79% 25
2025
Q4 		$1.39M Hold
11,848
– – 0.98% 23
2025
Q3 		$1.45M Sell
11,848
-860
-7% -$97.8K 1.07% 24
2025
Q2 		$1.62M Sell
12,708
-164
-1% -$17.8K 1.3% 21
2025
Q1 		$1.13M Sell
12,872
-284
-2% -$27.1K 1.12% 21
2024
Q4 		$1.13M Buy
+13,156
New +$1.09M 1.05% 22

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

Jacksonville Wealth Management's CRWD Position: Q2 2026 in Review

Jacksonville Wealth Management reduced its CrowdStrike (CRWD) stake by 1.5% in Q2 2026, selling an estimated $25.6K and leaving 11,760 shares worth $2.24M. The position accounts for 1.27% of the portfolio, ranked #19.

Jacksonville Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Jacksonville Wealth Management held 11,760 shares of CrowdStrike worth $2.24M as of Q2 2026.
  • Jacksonville Wealth Management sold 180 CrowdStrike shares in Q2 2026, an estimated $25.6K.
  • CrowdStrike made up 1.27% of Jacksonville Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Jacksonville Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.