Portus Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Portus Wealth Advisors’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	–	Sell	-636	Closed	-$62.1K	–	152
2026 Q1	$62.1K	Buy	+636	New	+$67.4K	0.06%	70

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

Portus Wealth Advisors's CRWD Position: Q2 2026 in Review

Portus Wealth Advisors sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 636 shares — an estimated $62.1K sold.

Portus Wealth Advisors first reported a position in CRWD in Q1 2026 and held it in 1 quarter. The position peaked at $62.1K in Q1 2026. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Portus Wealth Advisors reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 636 CrowdStrike shares in Q2 2026, an estimated $62.1K.
Portus Wealth Advisors first reported a position in CrowdStrike in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's CrowdStrike position peaked at $62.1K in Q1 2026.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.