NW
CRWD icon

NewEdge Wealth’s CrowdStrike CRWD Stock Holding History

NewEdge 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 		$38M Sell
199,172
-2,684
-1% -$381K 0.38% 65
2026
Q1 		$19.7M Buy
201,856
+96,092
+91% +$10.2M 0.23% 89
2025
Q4 		$12.4M Buy
105,764
+79,360
+301% +$10.1M 0.14% 122
2025
Q3 		$3.53M Buy
26,404
+8,356
+46% +$950K 0.05% 274
2025
Q2 		$1.92M Buy
18,048
+1,296
+8% +$140K 0.03% 385
2025
Q1 		$1.48M Sell
16,752
-392
-2% -$37.3K 0.03% 413
2024
Q4 		$1.47M Sell
17,144
-1,248
-7% -$104K 0.03% 419
2024
Q3 		$1.29M Buy
18,392
+6,984
+61% +$496K 0.02% 427
2024
Q2 		$1.09M Sell
11,408
-4,776
-30% -$397K 0.02% 403
2024
Q1 		$1.23M Buy
16,184
+5,540
+52% +$424K 0.03% 395
2023
Q4 		$679K Sell
10,644
-984
-8% -$51.5K 0.02% 456
2023
Q3 		$487K Buy
11,628
+444
+4% +$17.3K 0.02% 465
2023
Q2 		$411K Buy
11,184
+212
+2% +$7.39K 0.01% 487
2023
Q1 		$377K Sell
10,972
-3,384
-24% -$97.8K 0.01% 462
2022
Q4 		$378K Sell
14,356
-196
-1% -$6.71K 0.02% 410
2022
Q3 		$600K Buy
14,552
+1,244
+9% +$56.9K 0.03% 327
2022
Q2 		$561K Buy
13,308
+8,004
+151% +$362K 0.03% 372
2022
Q1 		$301K Buy
+5,304
New +$247K 0.01% 360

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

NewEdge Wealth's CRWD Position: Q2 2026 in Review

NewEdge Wealth reduced its CrowdStrike (CRWD) stake by 1.3% in Q2 2026, selling an estimated $381K and leaving 199,172 shares worth $38M. The position accounts for 0.38% of the portfolio, ranked #65.

NewEdge Wealth first reported a position in CRWD in Q1 2022 and has held it in 18 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • NewEdge Wealth held 199,172 shares of CrowdStrike worth $38M as of Q2 2026.
  • NewEdge Wealth sold 2,684 CrowdStrike shares in Q2 2026, an estimated $381K.
  • CrowdStrike made up 0.38% of NewEdge Wealth's portfolio in Q2 2026, its #65 holding.
  • NewEdge Wealth first reported a position in CrowdStrike in Q1 2022 and has held it in 18 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.