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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
2020
Q4 		– Sell
-400
Closed -$1K – 733
2020
Q3 		$1K Buy
+400
New +$11.7K ﹤0.01% 623

Other funds holding CRWD

BlackRock
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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.