PWG
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Portside Wealth Group’s CrowdStrike CRWD Stock Holding History

Portside Wealth 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 		$527K Buy
2,760
+300
+12% +$42.6K 0.06% 292
2026
Q1 		$240K Sell
2,460
-664
-21% -$70.4K 0.03% 413
2025
Q4 		$366K Sell
3,124
-108
-3% -$13.7K 0.05% 321
2025
Q3 		$396K Buy
3,232
+344
+12% +$39.1K 0.05% 307
2025
Q2 		$368K Buy
+2,888
New +$313K 0.05% 298

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

Portside Wealth Group's CRWD Position: Q2 2026 in Review

Portside Wealth Group increased its CrowdStrike (CRWD) stake by 12% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,760 shares worth $527K. The position accounts for 0.06% of the portfolio, ranked #292.

Portside Wealth Group first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Portside Wealth Group held 2,760 shares of CrowdStrike worth $527K as of Q2 2026.
  • Portside Wealth Group bought 300 CrowdStrike shares in Q2 2026, an estimated $42.6K.
  • CrowdStrike made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #292 holding.
  • Portside Wealth Group first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.