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Occidental Asset Management’s CrowdStrike CRWD Stock Holding History

Occidental Asset Management’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
2025
Q3 		– Sell
-800
Closed -$51.6K – 281
2025
Q2 		$51.6K Hold
800
– – 0.01% 260
2025
Q1 		$23.9K Hold
800
– – ﹤0.01% 248
2024
Q4 		$23K Hold
800
– – ﹤0.01% 215
2024
Q3 		$14.6K Buy
+800
New +$56.8K ﹤0.01% 217

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

Occidental Asset Management's CRWD Position: Q2 2026 in Review

Occidental Asset Management increased its CrowdStrike (CRWD) stake by 30% in Q2 2026, buying an estimated $115K and bringing the position to 3,524 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #168.

Occidental Asset Management first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Occidental Asset Management held 3,524 shares of CrowdStrike worth $673K as of Q2 2026.
  • Occidental Asset Management bought 812 CrowdStrike shares in Q2 2026, an estimated $115K.
  • CrowdStrike made up 0.07% of Occidental Asset Management's portfolio in Q2 2026, its #168 holding.
  • Occidental Asset Management first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.