MWM
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Mission Wealth Management’s CrowdStrike CRWD Stock Holding History

Mission 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
Q1 		$3.35M Sell
34,344
-3,544
-9% -$376K 0.07% 149
2025
Q4 		$4.44M Sell
37,888
-8,588
-18% -$1.09M 0.09% 125
2025
Q3 		$5.7M Sell
46,476
-1,916
-4% -$218K 0.11% 103
2025
Q2 		$6.16M Sell
48,392
-740
-2% -$80.2K 0.13% 100
2025
Q1 		$4.33M Buy
49,132
+140
+0.3% +$13.3K 0.11% 113
2024
Q4 		$4.19M Buy
48,992
+3,348
+7% +$278K 0.1% 108
2024
Q3 		$3.2M Sell
45,644
-148
-0.3% -$10.5K 0.08% 134
2024
Q2 		$4.39M Buy
45,792
+5,020
+12% +$417K 0.12% 99
2024
Q1 		$3.27M Buy
40,772
+32,232
+377% +$2.47M 0.09% 129
2023
Q4 		$545K Buy
+8,540
New +$447K 0.02% 353

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mission Wealth Management's CRWD Position: Q1 2026 in Review

Mission Wealth Management reduced its CrowdStrike (CRWD) stake by 9.4% in Q1 2026, selling an estimated $376K and leaving 34,344 shares worth $3.35M. The position accounts for 0.07% of the portfolio, ranked #149.

Mission Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.16M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Mission Wealth Management held 34,344 shares of CrowdStrike worth $3.35M as of Q1 2026.
  • Mission Wealth Management sold 3,544 CrowdStrike shares in Q1 2026, an estimated $376K.
  • CrowdStrike made up 0.07% of Mission Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Mission Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
  • Mission Wealth Management's CrowdStrike position peaked at $6.16M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.