Peterson Wealth Management’s CrowdStrike CRWD Stock Holding History

Peterson 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	$30.5K	Sell	160 -56,004	-100%	-$7.96M	0.01%	104
2026 Q1	$5.48M	Buy	56,164 +3,552	+7%	+$376K	3.18%	11
2025 Q4	$6.17M	Buy	52,612 +40,484	+334%	+$5.15M	4.58%	5
2025 Q3	$1.49M	Sell	12,128 -9,456	-44%	-$1.08M	1.03%	25
2025 Q2	$2.75M	Buy	21,584 +10,728	+99%	+$1.16M	1.63%	24
2025 Q1	$957K	Buy	10,856 +8,312	+327%	+$792K	0.64%	34
2024 Q4	$218K	Buy	+2,544	New	+$211K	0.13%	46
2024 Q3	–	Sell	-42,564	Closed	-$4.08M	–	52
2024 Q2	$4.08M	Buy	42,564 +16,872	+66%	+$1.4M	2.52%	15
2024 Q1	$2.06M	Buy	25,692 +7,784	+43%	+$596K	1.49%	25
2023 Q4	$1.14M	Buy	17,908 +656	+4%	+$34.3K	1.03%	31
2023 Q3	$722K	Buy	17,252 +1,504	+10%	+$58.4K	0.59%	40
2023 Q2	$578K	Buy	+15,748	New	+$549K	0.46%	43

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Peterson Wealth Management reduced its CrowdStrike (CRWD) stake by 100% in Q2 2026, selling an estimated $7.96M and leaving 160 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #104.

Peterson Wealth Management first reported a position in CRWD in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.17M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Peterson Wealth Management held 160 shares of CrowdStrike worth $30.5K as of Q2 2026.
Peterson Wealth Management sold 56,004 CrowdStrike shares in Q2 2026, an estimated $7.96M.
CrowdStrike made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #104 holding.
Peterson Wealth Management first reported a position in CrowdStrike in Q2 2023 and has held it in 12 quarters since.
Peterson Wealth Management's CrowdStrike position peaked at $6.17M in Q4 2025.
2,456 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.