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 Q2	$12.8M	Buy	268,208 +233,864	+681%	+$33.2M	0.16%	91
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 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

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

Mission Wealth Management increased its CrowdStrike (CRWD) stake by 681% in Q2 2026, buying an estimated $33.2M and bringing the position to 268,208 shares worth $12.8M. The position accounts for 0.16% of the portfolio, ranked #91.

Mission Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Mission Wealth Management held 268,208 shares of CrowdStrike worth $12.8M as of Q2 2026.
Mission Wealth Management bought 233,864 CrowdStrike shares in Q2 2026, an estimated $33.2M.
CrowdStrike made up 0.16% of Mission Wealth Management's portfolio in Q2 2026, its #91 holding.
Mission Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.