Marshall & Sterling Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Marshall & Sterling Wealth Advisors’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	$801K	Sell	4,196 -448	-10%	-$63.6K	0.47%	42
2026 Q1	$453K	Sell	4,644 -476	-9%	-$50.4K	0.3%	61
2025 Q4	$600K	Sell	5,120 -120	-2%	-$15.3K	0.4%	48
2025 Q3	$642K	Sell	5,240 -164	-3%	-$18.6K	0.41%	43
2025 Q2	$688K	Sell	5,404 -636	-11%	-$68.9K	0.47%	39
2025 Q1	$532K	Sell	6,040 -852	-12%	-$81.2K	0.36%	54
2024 Q4	$590K	Buy	+6,892	New	+$573K	0.41%	47

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 $3.37T AUM 44.26% 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

Marshall & Sterling Wealth Advisors's CRWD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its CrowdStrike (CRWD) stake by 9.6% in Q2 2026, selling an estimated $63.6K and leaving 4,196 shares worth $801K. The position accounts for 0.47% of the portfolio, ranked #42.

Marshall & Sterling Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Marshall & Sterling Wealth Advisors held 4,196 shares of CrowdStrike worth $801K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 448 CrowdStrike shares in Q2 2026, an estimated $63.6K.
CrowdStrike made up 0.47% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Marshall & Sterling Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.