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Pines Wealth Management’s CrowdStrike CRWD Stock Holding History

Pines 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 		$1.78M Buy
9,312
+152
+2% +$21.6K 0.51% 51
2026
Q1 		$894K Buy
9,160
+36
+0.4% +$3.81K 0.29% 91
2025
Q4 		$1.07M Sell
9,124
-192
-2% -$24.4K 0.35% 75
2025
Q3 		$1.14M Sell
9,316
-64
-0.7% -$7.28K 0.38% 68
2025
Q2 		$1.21M Buy
9,380
+956
+11% +$104K 0.43% 57
2025
Q1 		$685K Buy
8,424
+612
+8% +$58.3K 0.32% 81
2024
Q4 		$681K Buy
+7,812
New +$649K 0.3% 86

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

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

Pines Wealth Management increased its CrowdStrike (CRWD) stake by 1.7% in Q2 2026, buying an estimated $21.6K and bringing the position to 9,312 shares worth $1.78M. The position accounts for 0.51% of the portfolio, ranked #51.

Pines Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Pines Wealth Management held 9,312 shares of CrowdStrike worth $1.78M as of Q2 2026.
  • Pines Wealth Management bought 152 CrowdStrike shares in Q2 2026, an estimated $21.6K.
  • CrowdStrike made up 0.51% of Pines Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Pines Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.