Keudell/Morrison Wealth Management’s CrowdStrike CRWD Stock Holding History

Keudell/Morrison 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	$1.34M	Sell	7,044 -312	-4%	-$44.3K	0.25%	64
2026 Q1	$718K	Buy	7,356 +440	+6%	+$46.6K	0.15%	100
2025 Q4	$810K	Buy	+6,916	New	+$880K	0.17%	86
2025 Q2	$767K	Buy	6,020 +496	+9%	+$53.8K	0.17%	82
2025 Q1	$487K	Sell	5,524 -4	-0.1%	-$381	0.11%	112
2024 Q4	$473K	Sell	5,528 -204	-4%	-$17K	0.12%	113
2024 Q3	$402K	Sell	5,732 -460	-7%	-$32.7K	0.11%	130
2024 Q2	$593K	Buy	6,192 +456	+8%	+$37.9K	0.17%	100
2024 Q1	$460K	Sell	5,736 -104	-2%	-$7.96K	0.14%	120
2023 Q4	$373K	Sell	5,840 -580	-9%	-$30.4K	0.12%	128
2023 Q3	$269K	Hold	6,420	–	–	0.08%	151
2023 Q2	$236K	Buy	+6,420	New	+$224K	0.07%	172

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

Keudell/Morrison Wealth Management's CRWD Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its CrowdStrike (CRWD) stake by 4.2% in Q2 2026, selling an estimated $44.3K and leaving 7,044 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #64.

Keudell/Morrison Wealth Management first reported a position in CRWD in Q2 2023 and has held it in 12 quarters since. 398 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Keudell/Morrison Wealth Management held 7,044 shares of CrowdStrike worth $1.34M as of Q2 2026.
Keudell/Morrison Wealth Management sold 312 CrowdStrike shares in Q2 2026, an estimated $44.3K.
CrowdStrike made up 0.25% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #64 holding.
Keudell/Morrison Wealth Management first reported a position in CrowdStrike in Q2 2023 and has held it in 12 quarters since.
398 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.