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Lord & Richards Wealth Management’s CrowdStrike CRWD Stock Holding History

Lord & Richards 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 		$836K Sell
4,384
-324
-7% -$46K 0.65% 35
2026
Q1 		$460K Buy
4,708
+112
+2% +$11.9K 0.4% 46
2025
Q4 		$539K Buy
4,596
+488
+12% +$62.1K 0.46% 45
2025
Q3 		$504K Buy
4,108
+672
+20% +$76.4K 0.46% 41
2025
Q2 		$437K Buy
3,436
+312
+10% +$33.8K 0.46% 43
2025
Q1 		$275K Buy
+3,124
New +$298K 0.31% 61

Other funds holding CRWD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lord & Richards Wealth Management's CRWD Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its CrowdStrike (CRWD) stake by 6.9% in Q2 2026, selling an estimated $46K and leaving 4,384 shares worth $836K. The position accounts for 0.65% of the portfolio, ranked #35.

Lord & Richards Wealth Management first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 667 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Lord & Richards Wealth Management held 4,384 shares of CrowdStrike worth $836K as of Q2 2026.
  • Lord & Richards Wealth Management sold 324 CrowdStrike shares in Q2 2026, an estimated $46K.
  • CrowdStrike made up 0.65% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Lord & Richards Wealth Management first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
  • 667 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.