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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primoris Wealth Advisors's CRWD Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its CrowdStrike (CRWD) stake by 83% in Q1 2026, selling an estimated $2.82M and leaving 5,576 shares worth $544K. The position accounts for 0.38% of the portfolio, ranked #52.

Primoris Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.88M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Primoris Wealth Advisors held 5,576 shares of CrowdStrike worth $544K as of Q1 2026.
Primoris Wealth Advisors sold 26,644 CrowdStrike shares in Q1 2026, an estimated $2.82M.
CrowdStrike made up 0.38% of Primoris Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Primoris Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
Primoris Wealth Advisors's CrowdStrike position peaked at $4.88M in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.