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Laurel Oak Wealth Management’s CrowdStrike CRWD Stock Holding History

Laurel Oak 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
2026
Q2 		$791K Sell
4,144
-2,424
-37% -$344K 0.12% 148
2026
Q1 		$641K Buy
6,568
+1,728
+36% +$183K 0.11% 155
2025
Q4 		$567K Buy
+4,840
New +$616K 0.1% 168

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

Laurel Oak Wealth Management's CRWD Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its CrowdStrike (CRWD) stake by 37% in Q2 2026, selling an estimated $344K and leaving 4,144 shares worth $791K. The position accounts for 0.12% of the portfolio, ranked #148.

Laurel Oak Wealth Management first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Laurel Oak Wealth Management held 4,144 shares of CrowdStrike worth $791K as of Q2 2026.
  • Laurel Oak Wealth Management sold 2,424 CrowdStrike shares in Q2 2026, an estimated $344K.
  • CrowdStrike made up 0.12% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Laurel Oak Wealth Management first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.