MA
CRWD icon

Montag & Associates’s CrowdStrike CRWD Stock Holding History

Montag & Associates’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 		$452K Sell
2,368
-220
-9% -$31.3K 0.02% 327
2026
Q1 		$253K Buy
2,588
+176
+7% +$18.7K 0.01% 389
2025
Q4 		$283K Buy
2,412
+912
+61% +$116K 0.01% 367
2025
Q3 		$184K Buy
1,500
+628
+72% +$71.4K 0.01% 409
2025
Q2 		$111K Buy
872
+200
+30% +$21.7K 0.01% 468
2025
Q1 		$59.2K Buy
672
+240
+56% +$22.9K ﹤0.01% 581
2024
Q4 		$37.1K Hold
432
– – ﹤0.01% 649
2024
Q3 		$30.4K Sell
432
-1,296
-75% -$92K ﹤0.01% 685
2024
Q2 		$166K Buy
1,728
+488
+39% +$40.6K 0.01% 428
2024
Q1 		$99.4K Sell
1,240
-384
-24% -$29.4K 0.01% 488
2023
Q4 		$104K Buy
1,624
+924
+132% +$48.4K 0.01% 470
2023
Q3 		$29.3K Hold
700
– – ﹤0.01% 623
2023
Q2 		$25.7K Hold
700
– – ﹤0.01% 651
2023
Q1 		$24K Buy
700
+20
+3% +$578 ﹤0.01% 651
2022
Q4 		$17.9K Sell
680
-364
-35% -$12.5K ﹤0.01% 674
2022
Q3 		$43K Hold
1,044
– – ﹤0.01% 562
2022
Q2 		$44K Buy
1,044
+140
+15% +$6.34K ﹤0.01% 546
2022
Q1 		$51K Buy
904
+120
+15% +$5.59K ﹤0.01% 553
2021
Q4 		$40K Buy
784
+240
+44% +$14.6K ﹤0.01% 594
2021
Q3 		$33K Buy
544
+116
+27% +$7.48K ﹤0.01% 614
2021
Q2 		$27K Buy
428
+236
+123% +$12.7K ﹤0.01% 627
2021
Q1 		$9K Sell
192
-48
-20% -$2.54K ﹤0.01% 733
2020
Q4 		$13K Buy
+240
New +$9.35K ﹤0.01% 683

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

Montag & Associates's CRWD Position: Q2 2026 in Review

Montag & Associates reduced its CrowdStrike (CRWD) stake by 8.5% in Q2 2026, selling an estimated $31.3K and leaving 2,368 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #327.

Montag & Associates first reported a position in CRWD in Q4 2020 and has held it in 23 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Montag & Associates held 2,368 shares of CrowdStrike worth $452K as of Q2 2026.
  • Montag & Associates sold 220 CrowdStrike shares in Q2 2026, an estimated $31.3K.
  • CrowdStrike made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #327 holding.
  • Montag & Associates first reported a position in CrowdStrike in Q4 2020 and has held it in 23 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.