PWSG
CRWD icon

Pacific Wealth Strategies Group’s CrowdStrike CRWD Stock Holding History

Pacific Wealth Strategies Group’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 		$2.1M Sell
11,024
-1,100
-9% -$156K 1.21% 25
2026
Q1 		$1.18M Buy
12,124
+620
+5% +$65.7K 0.74% 30
2025
Q4 		$1.35M Sell
11,504
-7,164
-38% -$912K 0.76% 28
2025
Q3 		$2.29M Buy
18,668
+192
+1% +$21.8K 1.4% 15
2025
Q2 		$2.1M Buy
+18,476
New +$2M 1.38% 17
2024
Q3 		– Sell
-33,648
Closed -$3.22M – 51
2024
Q2 		$3.22M Sell
33,648
-1,320
-4% -$110K 2.66% 12
2024
Q1 		$2.8M Buy
34,968
+564
+2% +$43.2K 2.34% 13
2023
Q4 		$2.2M Sell
34,404
-236
-0.7% -$12.4K 2.09% 14
2023
Q3 		$1.45M Buy
34,640
+3,236
+10% +$126K 1.53% 19
2023
Q2 		$1.15M Buy
31,404
+4
+0% +$139 1.18% 23
2023
Q1 		$1.08M Buy
31,400
+792
+3% +$22.9K 1.23% 22
2022
Q4 		$806K Buy
30,608
+188
+0.6% +$6.43K 1.08% 28
2022
Q3 		$1.25M Buy
30,420
+260
+0.9% +$11.9K 1.75% 17
2022
Q2 		$1.27M Sell
30,160
-29,280
-49% -$1.33M 1.64% 19
2022
Q1 		$3.37M Sell
59,440
-14,964
-20% -$697K 1.41% 19
2021
Q4 		$3.81M Buy
74,404
+252
+0.3% +$15.3K 1.33% 26
2021
Q3 		$4.56M Buy
74,152
+764
+1% +$49.3K 1.69% 21
2021
Q2 		$4.61M Sell
73,388
-744
-1% -$40K 1.76% 19
2021
Q1 		$3.38M Buy
74,132
+1,292
+2% +$68.3K 1.42% 24
2020
Q4 		$4.07M Buy
72,840
+18,104
+33% +$705K 1.76% 18
2020
Q3 		$1.88M Buy
+54,736
New +$1.59M 0.99% 33

Other funds holding CRWD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Pacific Wealth Strategies Group's CRWD Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its CrowdStrike (CRWD) stake by 9.1% in Q2 2026, selling an estimated $156K and leaving 11,024 shares worth $2.1M. The position accounts for 1.21% of the portfolio, ranked #25.

Pacific Wealth Strategies Group first reported a position in CRWD in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.61M in Q2 2021. 584 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Pacific Wealth Strategies Group held 11,024 shares of CrowdStrike worth $2.1M as of Q2 2026.
  • Pacific Wealth Strategies Group sold 1,100 CrowdStrike shares in Q2 2026, an estimated $156K.
  • CrowdStrike made up 1.21% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #25 holding.
  • Pacific Wealth Strategies Group first reported a position in CrowdStrike in Q3 2020 and has held it in 21 quarters since.
  • Pacific Wealth Strategies Group's CrowdStrike position peaked at $4.61M in Q2 2021.
  • 584 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.