LSPW
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Lake Street Private Wealth’s CrowdStrike CRWD Stock Holding History

Lake Street Private Wealth’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 		$12.8M Sell
66,876
-1,200
-2% -$170K 1.46% 13
2026
Q1 		$6.64M Buy
68,076
+3,992
+6% +$423K 0.85% 35
2025
Q4 		$7.51M Sell
64,084
-884
-1% -$113K 0.92% 27
2025
Q3 		$7.96M Buy
64,968
+452
+0.7% +$51.4K 1.03% 26
2025
Q2 		$8.21M Buy
64,516
+496
+0.8% +$53.8K 1.17% 18
2025
Q1 		$5.64M Buy
64,020
+2,220
+4% +$211K 0.92% 29
2024
Q4 		$5.29M Buy
61,800
+1,652
+3% +$137K 0.84% 32
2024
Q3 		$4.22M Sell
60,148
-6,560
-10% -$466K 0.68% 42
2024
Q2 		$6.39M Buy
66,708
+44,972
+207% +$3.74M 0.83% 26
2024
Q1 		$1.74M Buy
21,736
+12,060
+125% +$923K 0.24% 103
2023
Q4 		$618K Sell
9,676
-916
-9% -$48K 0.1% 186
2023
Q3 		$438K Hold
10,592
– – 0.08% 197
2023
Q2 		$389K Buy
10,592
+640
+6% +$22.3K 0.07% 204
2023
Q1 		$342K Sell
9,952
-800
-7% -$23.1K 0.06% 216
2022
Q4 		$283K Sell
10,752
-3,012
-22% -$103K 0.06% 231
2022
Q3 		$567K Sell
13,764
-1,020
-7% -$46.6K 0.13% 152
2022
Q2 		$623K Sell
14,784
-3,612
-20% -$164K 0.13% 147
2022
Q1 		$1.04M Sell
18,396
-1,300
-7% -$60.6K 0.19% 125
2021
Q4 		$1.01M Buy
+19,696
New +$1.2M 0.18% 129

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

Lake Street Private Wealth's CRWD Position: Q2 2026 in Review

Lake Street Private Wealth reduced its CrowdStrike (CRWD) stake by 1.8% in Q2 2026, selling an estimated $170K and leaving 66,876 shares worth $12.8M. The position accounts for 1.46% of the portfolio, ranked #13.

Lake Street Private Wealth first reported a position in CRWD in Q4 2021 and has held it in 19 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Lake Street Private Wealth held 66,876 shares of CrowdStrike worth $12.8M as of Q2 2026.
  • Lake Street Private Wealth sold 1,200 CrowdStrike shares in Q2 2026, an estimated $170K.
  • CrowdStrike made up 1.46% of Lake Street Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Lake Street Private Wealth first reported a position in CrowdStrike in Q4 2021 and has held it in 19 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.