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Opes Wealth Management’s CrowdStrike CRWD Stock Holding History

Opes Wealth 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
2026
Q1 		$233K Buy
2,384
+76
+3% +$8.05K 0.04% 135
2025
Q4 		$270K Buy
2,308
+20
+0.9% +$2.55K 0.04% 126
2025
Q3 		$280K Buy
2,288
+28
+1% +$3.18K 0.05% 122
2025
Q2 		$288K Buy
+2,260
New +$245K 0.05% 124
2024
Q3 		– Sell
-2,320
Closed -$222K – 141
2024
Q2 		$222K Buy
+2,320
New +$193K 0.05% 126

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Opes Wealth Management's CRWD Position: Q1 2026 in Review

Opes Wealth Management increased its CrowdStrike (CRWD) stake by 3.3% in Q1 2026, buying an estimated $8.05K and bringing the position to 2,384 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #135.

Opes Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 5 quarters since. The position peaked at $288K in Q2 2025. 2,084 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Opes Wealth Management held 2,384 shares of CrowdStrike worth $233K as of Q1 2026.
  • Opes Wealth Management bought 76 CrowdStrike shares in Q1 2026, an estimated $8.05K.
  • CrowdStrike made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Opes Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 5 quarters since.
  • Opes Wealth Management's CrowdStrike position peaked at $288K in Q2 2025.
  • 2,084 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.