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Mattern Wealth Management’s CrowdStrike CRWD Stock Holding History

Mattern 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 		$701K Buy
+3,676
New +$522K 0.12% 85
2025
Q3 		– Sell
-1,976
Closed -$252K – 159
2025
Q2 		$252K Buy
+1,976
New +$214K 0.05% 139

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 $3.38T AUM 44.17% 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

Mattern Wealth Management's CRWD Position: Q2 2026 in Review

Mattern Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 3,676 shares worth $701K. The stake represents 0.12% of the portfolio and ranks #85 among its holdings. This is a return to the name: Mattern Wealth Management previously reported a position in CRWD as recently as Q2 2025.

Mattern Wealth Management first reported a position in CRWD in Q2 2025 and has held it in 2 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Mattern Wealth Management held 3,676 shares of CrowdStrike worth $701K as of Q2 2026.
  • CrowdStrike was a new Mattern Wealth Management position in Q2 2026.
  • CrowdStrike made up 0.12% of Mattern Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Mattern Wealth Management first reported a position in CrowdStrike in Q2 2025 and has held it in 2 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.