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Legacy Wealth Management (Idaho)’s CrowdStrike CRWD Stock Holding History

Legacy Wealth Management (Idaho)’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
-104
Closed -$10.2K – 354
2026
Q1 		$10.2K Sell
104
-16
-13% -$1.7K 0.01% 484
2025
Q4 		$14.1K Buy
120
+16
+15% +$2.04K 0.01% 374
2025
Q3 		$12.8K Hold
104
– – 0.01% 317
2025
Q2 		$13.2K Hold
104
– – 0.01% 281
2025
Q1 		$9.17K Sell
104
-4
-4% -$381 0.01% 342
2024
Q4 		$11.4K Buy
108
+104
+2,600% +$8.64K 0.01% 267
2024
Q3 		$348 Buy
+4
New +$284 ﹤0.01% 634

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

Legacy Wealth Management (Idaho)'s CRWD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 104 shares — an estimated $10.2K sold.

Legacy Wealth Management (Idaho) first reported a position in CRWD in Q3 2024 and held it in 7 quarters. The position peaked at $14.1K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 104 CrowdStrike shares in Q2 2026, an estimated $10.2K.
  • Legacy Wealth Management (Idaho) first reported a position in CrowdStrike in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s CrowdStrike position peaked at $14.1K in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.