New Wave Wealth Advisors’s CrowdStrike CRWD Stock Holding History

New Wave 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	$671K	Sell	3,516 -1,800	-34%	-$256K	0.18%	112
2026 Q1	$519K	Sell	5,316 -2,000	-27%	-$212K	0.18%	95
2025 Q4	$857K	Sell	7,316 -668	-8%	-$85K	0.31%	66
2025 Q3	$979K	Buy	7,984 +232	+3%	+$26.4K	0.38%	51
2025 Q2	$987K	Sell	7,752 -232	-3%	-$25.1K	0.42%	46
2025 Q1	$704K	Sell	7,984 -1,648	-17%	-$157K	0.32%	53
2024 Q4	$824K	Buy	9,632 +628	+7%	+$52.2K	0.34%	49
2024 Q3	$631K	Buy	9,004 +5,612	+165%	+$399K	0.29%	55
2024 Q2	$325K	Buy	+3,392	New	+$282K	0.17%	91

Other funds holding CRWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

New Wave Wealth Advisors reduced its CrowdStrike (CRWD) stake by 34% in Q2 2026, selling an estimated $256K and leaving 3,516 shares worth $671K. The position accounts for 0.18% of the portfolio, ranked #112.

New Wave Wealth Advisors first reported a position in CRWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $987K in Q2 2025. 913 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

New Wave Wealth Advisors held 3,516 shares of CrowdStrike worth $671K as of Q2 2026.
New Wave Wealth Advisors sold 1,800 CrowdStrike shares in Q2 2026, an estimated $256K.
CrowdStrike made up 0.18% of New Wave Wealth Advisors's portfolio in Q2 2026, its #112 holding.
New Wave Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's CrowdStrike position peaked at $987K in Q2 2025.
913 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.