MWM
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Moran Wealth Management’s CrowdStrike CRWD Stock Holding History

Moran 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 		$11.3M Sell
59,464
-10,780
-15% -$1.53M 0.31% 109
2026
Q1 		$6.86M Buy
70,244
+53,540
+321% +$5.67M 0.21% 158
2025
Q4 		$1.96M Buy
16,704
+4,112
+33% +$523K 0.06% 289
2025
Q3 		$1.54M Buy
12,592
+7,080
+128% +$805K 0.05% 302
2025
Q2 		$702K Buy
5,512
+2,232
+68% +$242K 0.02% 356
2025
Q1 		$289K Buy
+3,280
New +$312K 0.01% 399
2024
Q3 		– Sell
-24,472
Closed -$2.34M – 409
2024
Q2 		$2.34M Buy
24,472
+2,540
+12% +$211K 0.08% 242
2024
Q1 		$1.76M Buy
21,932
+3,284
+18% +$251K 0.06% 258
2023
Q4 		$1.19M Buy
+18,648
New +$976K 0.04% 292

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

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

Moran Wealth Management reduced its CrowdStrike (CRWD) stake by 15% in Q2 2026, selling an estimated $1.53M and leaving 59,464 shares worth $11.3M. The position accounts for 0.31% of the portfolio, ranked #109.

Moran Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 9 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Moran Wealth Management held 59,464 shares of CrowdStrike worth $11.3M as of Q2 2026.
  • Moran Wealth Management sold 10,780 CrowdStrike shares in Q2 2026, an estimated $1.53M.
  • CrowdStrike made up 0.31% of Moran Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Moran Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 9 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.