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Mosaic Financial Group’s CrowdStrike CRWD Stock Holding History

Mosaic Financial Group’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 		$644K Buy
3,376
+8
+0.2% +$1.14K 0.41% 55
2026
Q1 		$329K Hold
3,368
– – 0.23% 89
2025
Q4 		$395K Hold
3,368
– – 0.27% 79
2025
Q3 		$413K Hold
3,368
– – 0.29% 70
2025
Q2 		$429K Sell
3,368
-96
-3% -$10.4K 0.33% 69
2025
Q1 		$305K Hold
3,464
– – 0.25% 86
2024
Q4 		$296K Buy
+3,464
New +$288K 0.21% 88

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

Mosaic Financial Group's CRWD Position: Q2 2026 in Review

Mosaic Financial Group increased its CrowdStrike (CRWD) stake by 0.24% in Q2 2026, buying an estimated $1.14K and bringing the position to 3,376 shares worth $644K. The position accounts for 0.41% of the portfolio, ranked #55.

Mosaic Financial Group first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Mosaic Financial Group held 3,376 shares of CrowdStrike worth $644K as of Q2 2026.
  • Mosaic Financial Group bought 8 CrowdStrike shares in Q2 2026, an estimated $1.14K.
  • CrowdStrike made up 0.41% of Mosaic Financial Group's portfolio in Q2 2026, its #55 holding.
  • Mosaic Financial Group first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.