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Principle Wealth Partners’s CrowdStrike CRWD Stock Holding History

Principle Wealth Partners’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 		$3.63M Sell
19,020
-420
-2% -$59.7K 0.18% 104
2026
Q1 		$1.9M Buy
19,440
+13,780
+243% +$1.46M 0.11% 131
2025
Q4 		$663K Buy
5,660
+1,204
+27% +$153K 0.04% 205
2025
Q3 		$546K Sell
4,456
-1,480
-25% -$168K 0.03% 226
2025
Q2 		$756K Buy
5,936
+3,148
+113% +$341K 0.05% 183
2025
Q1 		$246K Buy
2,788
+200
+8% +$19.1K 0.02% 315
2024
Q4 		$221K Buy
+2,588
New +$215K 0.02% 318
2024
Q3 		– Sell
-16,480
Closed -$1.58M – 342
2024
Q2 		$1.58M Sell
16,480
-1,664
-9% -$138K 0.12% 130
2024
Q1 		$1.45M Buy
18,144
+284
+2% +$21.7K 0.11% 135
2023
Q4 		$1.14M Buy
17,860
+880
+5% +$46.1K 0.1% 144
2023
Q3 		$711K Sell
16,980
-12,800
-43% -$497K 0.07% 172
2023
Q2 		$1.09M Sell
29,780
-12,220
-29% -$426K 0.11% 133
2023
Q1 		$1.44M Buy
42,000
+2,160
+5% +$62.5K 0.15% 114
2022
Q4 		$1.05M Buy
39,840
+10,420
+35% +$357K 0.12% 124
2022
Q3 		$1.21K Buy
29,420
+9,040
+44% +$413K 0.11% 108
2022
Q2 		$859K Buy
20,380
+2,020
+11% +$91.5K 0.1% 146
2022
Q1 		$1.04M Buy
+18,360
New +$855K 0.11% 133

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principle Wealth Partners's CRWD Position: Q2 2026 in Review

Principle Wealth Partners reduced its CrowdStrike (CRWD) stake by 2.2% in Q2 2026, selling an estimated $59.7K and leaving 19,020 shares worth $3.63M. The position accounts for 0.18% of the portfolio, ranked #104.

Principle Wealth Partners first reported a position in CRWD in Q1 2022 and has held it in 17 quarters since. 1,620 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Principle Wealth Partners held 19,020 shares of CrowdStrike worth $3.63M as of Q2 2026.
  • Principle Wealth Partners sold 420 CrowdStrike shares in Q2 2026, an estimated $59.7K.
  • CrowdStrike made up 0.18% of Principle Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Principle Wealth Partners first reported a position in CrowdStrike in Q1 2022 and has held it in 17 quarters since.
  • 1,620 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.