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Klingman & Associates’s CrowdStrike CRWD Stock Holding History

Klingman & Associates’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 		– Sell
-2,336
Closed -$228K – 354
2026
Q1 		$228K Buy
2,336
+300
+15% +$31.8K 0.01% 310
2025
Q4 		$239K Sell
2,036
-248
-11% -$31.6K 0.01% 289
2025
Q3 		$280K Buy
2,284
+176
+8% +$20K 0.01% 265
2025
Q2 		$268K Buy
+2,108
New +$228K 0.01% 264

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

Klingman & Associates's CRWD Position: Q2 2026 in Review

Klingman & Associates sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 2,336 shares — an estimated $228K sold.

Klingman & Associates first reported a position in CRWD in Q2 2025 and held it in 4 quarters. The position peaked at $280K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Klingman & Associates reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • Klingman & Associates sold 2,336 CrowdStrike shares in Q2 2026, an estimated $228K.
  • Klingman & Associates first reported a position in CrowdStrike in Q2 2025 and held it in 4 quarters.
  • Klingman & Associates's CrowdStrike position peaked at $280K in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.