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Naviter Wealth’s CrowdStrike CRWD Stock Holding History

Naviter Wealth’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
Q1 		$714K Sell
7,312
-732
-9% -$77.6K 0.09% 179
2025
Q4 		$943K Sell
8,044
-888
-10% -$113K 0.12% 161
2025
Q3 		$1.1M Sell
8,932
-136
-1% -$15.5K 0.13% 163
2025
Q2 		$1.15M Buy
9,068
+1,172
+15% +$127K 0.14% 155
2025
Q1 		$705K Sell
7,896
-2,932
-27% -$279K 0.09% 189
2024
Q4 		$926K Buy
10,828
+6,408
+145% +$533K 0.11% 177
2024
Q3 		$310K Buy
+4,420
New +$314K 0.04% 201

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Naviter Wealth's CRWD Position: Q1 2026 in Review

Naviter Wealth reduced its CrowdStrike (CRWD) stake by 9.1% in Q1 2026, selling an estimated $77.6K and leaving 7,312 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #179.

Naviter Wealth first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Naviter Wealth held 7,312 shares of CrowdStrike worth $714K as of Q1 2026.
  • Naviter Wealth sold 732 CrowdStrike shares in Q1 2026, an estimated $77.6K.
  • CrowdStrike made up 0.09% of Naviter Wealth's portfolio in Q1 2026, its #179 holding.
  • Naviter Wealth first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
  • Naviter Wealth's CrowdStrike position peaked at $1.15M in Q2 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.