KWM
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Kingsview Wealth Management’s CrowdStrike CRWD Stock Holding History

Kingsview 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 		$9.64M Sell
50,540
-20,172
-29% -$2.87M 0.12% 148
2026
Q1 		$6.9M Buy
70,712
+4,188
+6% +$444K 0.09% 224
2025
Q4 		$7.8M Buy
66,524
+5,712
+9% +$727K 0.11% 175
2025
Q3 		$7.46M Buy
60,812
+26,688
+78% +$3.03M 0.11% 188
2025
Q2 		$4.34M Buy
34,124
+2,108
+7% +$228K 0.07% 272
2025
Q1 		$2.82M Sell
32,016
-2,584
-7% -$246K 0.05% 312
2024
Q4 		$2.96M Buy
34,600
+2,016
+6% +$168K 0.06% 300
2024
Q3 		$2.28M Buy
32,584
+2,736
+9% +$194K 0.05% 340
2024
Q2 		$2.86M Buy
29,848
+2,924
+11% +$243K 0.07% 269
2024
Q1 		$2.16M Buy
26,924
+676
+3% +$51.7K 0.05% 325
2023
Q4 		$1.68M Buy
26,248
+5,204
+25% +$272K 0.05% 320
2023
Q3 		$881K Sell
21,044
-320
-1% -$12.4K 0.03% 471
2023
Q2 		$784K Buy
21,364
+1,864
+10% +$64.9K 0.03% 477
2023
Q1 		$669K Buy
19,500
+3,808
+24% +$110K 0.03% 498
2022
Q4 		$413K Sell
15,692
-4,392
-22% -$150K 0.02% 565
2022
Q3 		$828K Buy
20,084
+1,564
+8% +$71.5K 0.04% 375
2022
Q2 		$780K Sell
18,520
-5,116
-22% -$232K 0.04% 428
2022
Q1 		$1.34M Sell
23,636
-8,368
-26% -$390K 0.06% 317
2021
Q4 		$1.64M Sell
32,004
-1,004
-3% -$61.1K 0.07% 283
2021
Q3 		$2.03M Buy
33,008
+3,244
+11% +$209K 0.1% 220
2021
Q2 		$1.87M Buy
29,764
+13,524
+83% +$728K 0.09% 234
2021
Q1 		$759K Buy
16,240
+2,100
+15% +$111K 0.04% 412
2020
Q4 		$749K Buy
14,140
+7,820
+124% +$305K 0.05% 342
2020
Q3 		$217K Buy
+6,320
New +$184K 0.02% 557

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

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

Kingsview Wealth Management reduced its CrowdStrike (CRWD) stake by 29% in Q2 2026, selling an estimated $2.87M and leaving 50,540 shares worth $9.64M. The position accounts for 0.12% of the portfolio, ranked #148.

Kingsview Wealth Management 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.

  • Kingsview Wealth Management held 50,540 shares of CrowdStrike worth $9.64M as of Q2 2026.
  • Kingsview Wealth Management sold 20,172 CrowdStrike shares in Q2 2026, an estimated $2.87M.
  • CrowdStrike made up 0.12% of Kingsview Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Kingsview Wealth Management 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.