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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
Q2 		$1.48M Buy
7,740
+428
+6% +$60.8K 0.13% 145
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 $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

Naviter Wealth's CRWD Position: Q2 2026 in Review

Naviter Wealth increased its CrowdStrike (CRWD) stake by 5.9% in Q2 2026, buying an estimated $60.8K and bringing the position to 7,740 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #145.

Naviter Wealth first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Naviter Wealth held 7,740 shares of CrowdStrike worth $1.48M as of Q2 2026.
  • Naviter Wealth bought 428 CrowdStrike shares in Q2 2026, an estimated $60.8K.
  • CrowdStrike made up 0.13% of Naviter Wealth's portfolio in Q2 2026, its #145 holding.
  • Naviter Wealth first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.