One Wealth Management Investment & Advisory Services’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$749K Sell
3,924
-636
-14% -$90.4K 0.79% 20
2026
Q1
$445K Sell
4,560
-124
-3% -$13.1K 0.54% 27
2025
Q4
$549K Buy
4,684
+16
+0.3% +$2.04K 0.6% 27
2025
Q3
$572K Buy
4,668
+84
+2% +$9.55K 0.66% 25
2025
Q2
$584K Buy
4,584
+24
+0.5% +$2.6K 0.75% 24
2025
Q1
$402K Buy
4,560
+176
+4% +$16.8K 0.67% 28
2024
Q4
$375K Buy
4,384
+8
+0.2% +$665 0.59% 28
2024
Q3
$307K Sell
4,376
-780
-15% -$55.4K 0.54% 35
2024
Q2
$494K Sell
5,156
-4
-0.1% -$333 0.2% 68
2024
Q1
$414K Sell
5,160
-2,188
-30% -$167K 0.17% 72
2023
Q4
$469K Buy
+7,348
New +$385K 0.21% 73

Other funds holding CRWD

One Wealth Management Investment & Advisory Services's CRWD Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its CrowdStrike (CRWD) stake by 14% in Q2 2026, selling an estimated $90.4K and leaving 3,924 shares worth $749K. The position accounts for 0.79% of the portfolio, ranked #20.

One Wealth Management Investment & Advisory Services first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 796 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 3,924 shares of CrowdStrike worth $749K as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 636 CrowdStrike shares in Q2 2026, an estimated $90.4K.
  • CrowdStrike made up 0.79% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #20 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 796 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.