N.E.W. Advisory Services’s CrowdStrike CRWD Stock Holding History

N.E.W. Advisory Services’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	$237K	Sell	1,244 -80	-6%	-$11.4K	0.02%	206
2026 Q1	$129K	Sell	1,324 -4	-0.3%	-$424	0.01%	259
2025 Q4	$156K	Buy	1,328 +16	+1%	+$2.04K	0.01%	230
2025 Q3	$161K	Hold	1,312	–	–	0.01%	206
2025 Q2	$167K	Sell	1,312 -308	-19%	-$33.4K	0.02%	198
2025 Q1	$143K	Buy	+1,620	New	+$154K	0.01%	238

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

N.E.W. Advisory Services's CRWD Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its CrowdStrike (CRWD) stake by 6% in Q2 2026, selling an estimated $11.4K and leaving 1,244 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #206.

N.E.W. Advisory Services first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 1,747 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

N.E.W. Advisory Services held 1,244 shares of CrowdStrike worth $237K as of Q2 2026.
N.E.W. Advisory Services sold 80 CrowdStrike shares in Q2 2026, an estimated $11.4K.
CrowdStrike made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #206 holding.
N.E.W. Advisory Services first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
1,747 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.