Primoris Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Primoris 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	$948K	Sell	4,968 -608	-11%	-$86.4K	0.43%	54
2026 Q1	$544K	Sell	5,576 -26,644	-83%	-$2.82M	0.38%	52
2025 Q4	$3.78M	Sell	32,220 -2,692	-8%	-$343K	2.26%	15
2025 Q3	$4.28M	Sell	34,912 -3,424	-9%	-$389K	2.72%	11
2025 Q2	$4.88M	Sell	38,336 -8,964	-19%	-$972K	3.33%	6
2025 Q1	$4.17M	Buy	47,300 +21,976	+87%	+$2.09M	3.23%	9
2024 Q4	$2.17M	Buy	+25,324	New	+$2.11M	1.65%	19

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

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

Primoris Wealth Advisors reduced its CrowdStrike (CRWD) stake by 11% in Q2 2026, selling an estimated $86.4K and leaving 4,968 shares worth $948K. The position accounts for 0.43% of the portfolio, ranked #54.

Primoris Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.88M in Q2 2025. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Primoris Wealth Advisors held 4,968 shares of CrowdStrike worth $948K as of Q2 2026.
Primoris Wealth Advisors sold 608 CrowdStrike shares in Q2 2026, an estimated $86.4K.
CrowdStrike made up 0.43% of Primoris Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Primoris Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
Primoris Wealth Advisors's CrowdStrike position peaked at $4.88M in Q2 2025.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.