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Palumbo Wealth Management’s CrowdStrike CRWD Stock Holding History

Palumbo 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
Q2 		$3.1M Sell
16,240
-32
-0.2% -$4.55K 0.65% 34
2026
Q1 		$1.59M Buy
16,272
+1,908
+13% +$202K 0.39% 49
2025
Q4 		$1.68M Buy
14,364
+1,008
+8% +$128K 0.42% 48
2025
Q3 		$1.58M Buy
13,356
+1,968
+17% +$224K 0.51% 42
2025
Q2 		$1.45M Buy
11,388
+904
+9% +$98K 0.45% 52
2025
Q1 		$924K Sell
10,484
-4,612
-31% -$439K 0.31% 62
2024
Q4 		$1.29M Buy
15,096
+4,212
+39% +$350K 0.48% 48
2024
Q3 		$763K Buy
10,884
+1,592
+17% +$113K 0.3% 66
2024
Q2 		$890K Buy
9,292
+1,776
+24% +$148K 0.38% 59
2024
Q1 		$602K Buy
7,516
+3,256
+76% +$249K 0.27% 68
2023
Q4 		$272K Buy
+4,260
New +$223K 0.14% 104

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

Palumbo Wealth Management's CRWD Position: Q2 2026 in Review

Palumbo Wealth Management reduced its CrowdStrike (CRWD) stake by 0.2% in Q2 2026, selling an estimated $4.55K and leaving 16,240 shares worth $3.1M. The position accounts for 0.65% of the portfolio, ranked #34.

Palumbo Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Palumbo Wealth Management held 16,240 shares of CrowdStrike worth $3.1M as of Q2 2026.
  • Palumbo Wealth Management sold 32 CrowdStrike shares in Q2 2026, an estimated $4.55K.
  • CrowdStrike made up 0.65% of Palumbo Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Palumbo Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.