Kovitz Investment Group Partners’s CrowdStrike CRWD Stock Holding History

Kovitz Investment Group Partners’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	$1.33M	Sell	6,980 -612	-8%	-$86.9K	0.03%	276
2026 Q1	$741K	Buy	7,592 +36	+0.5%	+$3.81K	0.02%	363
2025 Q4	$886K	Sell	7,556 -24,648	-77%	-$3.14M	0.02%	334
2025 Q3	$3.95M	Buy	32,204 +6,312	+24%	+$718K	0.02%	508
2025 Q2	$3.3M	Sell	25,892 -1,704	-6%	-$185K	0.01%	519
2025 Q1	$2.43M	Sell	27,596 -11,116	-29%	-$1.06M	0.01%	542
2024 Q4	$3.31M	Buy	38,712 +23,092	+148%	+$1.92M	0.02%	481
2024 Q3	$419K	Buy	15,620 +10,684	+216%	+$759K	﹤0.01%	789
2024 Q2	$473K	Buy	4,936 +404	+9%	+$33.6K	﹤0.01%	656
2024 Q1	$363K	Buy	+4,532	New	+$347K	﹤0.01%	558

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kovitz Investment Group Partners's CRWD Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its CrowdStrike (CRWD) stake by 8.1% in Q2 2026, selling an estimated $86.9K and leaving 6,980 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #276.

Kovitz Investment Group Partners first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.95M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Kovitz Investment Group Partners held 6,980 shares of CrowdStrike worth $1.33M as of Q2 2026.
Kovitz Investment Group Partners sold 612 CrowdStrike shares in Q2 2026, an estimated $86.9K.
CrowdStrike made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #276 holding.
Kovitz Investment Group Partners first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's CrowdStrike position peaked at $3.95M in Q3 2025.
2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.