MWM
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Modern Wealth Management’s CrowdStrike CRWD Stock Holding History

Modern 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 		$675K Buy
3,540
+1,012
+40% +$144K 0.01% 630
2026
Q1 		$249K Buy
2,528
+292
+13% +$30.9K ﹤0.01% 772
2025
Q4 		$262K Buy
2,236
+176
+9% +$22.4K ﹤0.01% 725
2025
Q3 		$253K Buy
2,060
+104
+5% +$11.8K 0.01% 696
2025
Q2 		$249K Buy
+1,956
New +$212K 0.01% 668

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 $3.37T AUM 44.26% 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

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

Modern Wealth Management increased its CrowdStrike (CRWD) stake by 40% in Q2 2026, buying an estimated $144K and bringing the position to 3,540 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #630.

Modern Wealth Management first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Modern Wealth Management held 3,540 shares of CrowdStrike worth $675K as of Q2 2026.
  • Modern Wealth Management bought 1,012 CrowdStrike shares in Q2 2026, an estimated $144K.
  • CrowdStrike made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #630 holding.
  • Modern Wealth Management first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.