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
2021
Q3 		– Sell
-1,600
Closed -$2K – 907
2021
Q2 		$2K Buy
+1,600
New +$86.1K ﹤0.01% 880

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kingsview Wealth Management's CRWD Position: Q1 2026 in Review

Kingsview Wealth Management increased its CrowdStrike (CRWD) stake by 6.3% in Q1 2026, buying an estimated $444K and bringing the position to 70,712 shares worth $6.9M. The position accounts for 0.09% of the portfolio, ranked #224.

Kingsview Wealth Management first reported a position in CRWD in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.8M in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Kingsview Wealth Management held 70,712 shares of CrowdStrike worth $6.9M as of Q1 2026.
  • Kingsview Wealth Management bought 4,188 CrowdStrike shares in Q1 2026, an estimated $444K.
  • CrowdStrike made up 0.09% of Kingsview Wealth Management's portfolio in Q1 2026, its #224 holding.
  • Kingsview Wealth Management first reported a position in CrowdStrike in Q3 2020 and has held it in 23 quarters since.
  • Kingsview Wealth Management's CrowdStrike position peaked at $7.8M in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.