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Modera Wealth Management’s CrowdStrike CRWD Stock Holding History

Modera 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 		$2.35M Sell
12,328
-956
-7% -$136K 0.03% 259
2026
Q1 		$1.3M Sell
13,284
-972
-7% -$103K 0.02% 299
2025
Q4 		$1.67M Sell
14,256
-124
-0.9% -$15.8K 0.02% 278
2025
Q3 		$1.76M Buy
14,380
+300
+2% +$34.1K 0.02% 270
2025
Q2 		$1.79M Sell
14,080
-1,096
-7% -$119K 0.02% 266
2025
Q1 		$1.34M Buy
15,176
+1,992
+15% +$190K 0.02% 290
2024
Q4 		$1.13M Sell
13,184
-1,296
-9% -$108K 0.01% 308
2024
Q3 		$1.02M Buy
14,480
+2,040
+16% +$145K 0.01% 309
2024
Q2 		$1.19M Sell
12,440
-2,664
-18% -$222K 0.02% 272
2024
Q1 		$1.21M Buy
15,104
+424
+3% +$32.5K 0.02% 273
2023
Q4 		$937K Buy
14,680
+1,436
+11% +$75.2K 0.02% 297
2023
Q3 		$554K Sell
13,244
-836
-6% -$32.5K 0.01% 346
2023
Q2 		$517K Buy
14,080
+2,080
+17% +$72.5K 0.01% 375
2023
Q1 		$412K Sell
12,000
-200
-2% -$5.78K 0.02% 235
2022
Q4 		$321K Buy
+12,200
New +$417K 0.01% 273

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Modera Wealth Management reduced its CrowdStrike (CRWD) stake by 7.2% in Q2 2026, selling an estimated $136K and leaving 12,328 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #259.

Modera Wealth Management first reported a position in CRWD in Q4 2022 and has held it in 15 quarters since. 1,517 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Modera Wealth Management held 12,328 shares of CrowdStrike worth $2.35M as of Q2 2026.
  • Modera Wealth Management sold 956 CrowdStrike shares in Q2 2026, an estimated $136K.
  • CrowdStrike made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Modera Wealth Management first reported a position in CrowdStrike in Q4 2022 and has held it in 15 quarters since.
  • 1,517 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.