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New Insight Wealth Advisors’s CrowdStrike CRWD Stock Holding History

New Insight Wealth Advisors’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 		$361K Buy
+1,892
New +$269K 0.11% 93
2025
Q2 		– Sell
-2,420
Closed -$213K – 107
2025
Q1 		$213K Sell
2,420
-48
-2% -$4.57K 0.1% 91
2024
Q4 		$211K Buy
+2,468
New +$205K 0.11% 87
2024
Q3 		– Sell
-2,508
Closed -$240K – 92
2024
Q2 		$240K Buy
+2,508
New +$209K 0.14% 72

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

New Insight Wealth Advisors's CRWD Position: Q2 2026 in Review

New Insight Wealth Advisors opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,892 shares worth $361K. The stake represents 0.11% of the portfolio and ranks #93 among its holdings. This is a return to the name: New Insight Wealth Advisors previously reported a position in CRWD as recently as Q1 2025.

New Insight Wealth Advisors first reported a position in CRWD in Q2 2024 and has held it in 4 quarters since. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • New Insight Wealth Advisors held 1,892 shares of CrowdStrike worth $361K as of Q2 2026.
  • CrowdStrike was a new New Insight Wealth Advisors position in Q2 2026.
  • CrowdStrike made up 0.11% of New Insight Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • New Insight Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and has held it in 4 quarters since.
  • 2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.