Principia Wealth Advisory’s CrowdStrike CRWD Stock Holding History

Principia Wealth Advisory’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	$21.4K	Buy	112 +36	+47%	+$5.12K	0.01%	174
2026 Q1	$7.42K	Hold	76	–	–	﹤0.01%	241
2025 Q4	$8.91K	Buy	76 +16	+27%	+$2.04K	0.01%	213
2025 Q3	$7.36K	Sell	60 -4	-6%	-$455	0.01%	229
2025 Q2	$8.15K	Buy	64 +12	+23%	+$1.3K	0.01%	186
2025 Q1	$4.91K	Buy	52 +28	+117%	+$2.67K	﹤0.01%	178
2024 Q4	$2.05K	Buy	+24	New	+$2K	﹤0.01%	243

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

Principia Wealth Advisory's CRWD Position: Q2 2026 in Review

Principia Wealth Advisory increased its CrowdStrike (CRWD) stake by 47% in Q2 2026, buying an estimated $5.12K and bringing the position to 112 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #174.

Principia Wealth Advisory 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.

Principia Wealth Advisory held 112 shares of CrowdStrike worth $21.4K as of Q2 2026.
Principia Wealth Advisory bought 36 CrowdStrike shares in Q2 2026, an estimated $5.12K.
CrowdStrike made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #174 holding.
Principia Wealth Advisory 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.