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Paragon Private Wealth Management’s CrowdStrike CRWD Stock Holding History

Paragon Private 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 		$445K Sell
2,332
-480
-17% -$68.2K 0.12% 158
2026
Q1 		$274K Buy
2,812
+200
+8% +$21.2K 0.09% 191
2025
Q4 		$306K Sell
2,612
-152
-5% -$19.4K 0.09% 180
2025
Q3 		$339K Sell
2,764
-228
-8% -$25.9K 0.11% 171
2025
Q2 		$381K Buy
+2,992
New +$324K 0.15% 149
2024
Q3 		– Sell
-2,356
Closed -$226K – 164
2024
Q2 		$226K Buy
+2,356
New +$196K 0.13% 144

Other funds holding CRWD

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Paragon Private Wealth Management's CRWD Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its CrowdStrike (CRWD) stake by 17% in Q2 2026, selling an estimated $68.2K and leaving 2,332 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #158.

Paragon Private Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 6 quarters since. 1,098 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Paragon Private Wealth Management held 2,332 shares of CrowdStrike worth $445K as of Q2 2026.
  • Paragon Private Wealth Management sold 480 CrowdStrike shares in Q2 2026, an estimated $68.2K.
  • CrowdStrike made up 0.12% of Paragon Private Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Paragon Private Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 6 quarters since.
  • 1,098 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.