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Mowery & Schoenfeld Wealth Management’s CrowdStrike CRWD Stock Holding History

Mowery & Schoenfeld 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 		$12.2K Hold
64
– – 0.02% 228
2026
Q1 		$6.25K Sell
64
-16
-20% -$1.7K 0.01% 257
2025
Q4 		$9.38K Buy
80
+16
+25% +$2.04K 0.01% 254
2025
Q3 		$7.85K Hold
64
– – 0.01% 241
2025
Q2 		$8.15K Sell
64
-28
-30% -$3.04K 0.01% 234
2025
Q1 		$8.11K Buy
92
+20
+28% +$1.91K 0.02% 278
2024
Q4 		$6.16K Buy
+72
New +$5.99K 0.01% 284

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

Mowery & Schoenfeld Wealth Management's CRWD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its CrowdStrike (CRWD) position steady in Q2 2026 at 64 shares worth $12.2K. The position accounts for 0.02% of the portfolio, ranked #228.

Mowery & Schoenfeld Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 1,627 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 64 shares of CrowdStrike worth $12.2K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 1,627 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.