Private Wealth Asset Management’s CrowdStrike CRWD Stock Holding History

Private Wealth Asset Management’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	$5.35M	Sell	28,048 -220	-0.8%	-$31.3K	0.52%	41
2026 Q1	$2.76M	Sell	28,268 -4,544	-14%	-$482K	0.3%	64
2025 Q4	$3.85M	Buy	32,812 +23,148	+240%	+$2.95M	0.42%	45
2025 Q3	$1.18M	Buy	9,664 +4,876	+102%	+$554K	0.14%	105
2025 Q2	$610K	Buy	4,788 +544	+13%	+$59K	0.08%	142
2025 Q1	$374K	Buy	+4,244	New	+$404K	0.05%	172

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

Private Wealth Asset Management's CRWD Position: Q2 2026 in Review

Private Wealth Asset Management reduced its CrowdStrike (CRWD) stake by 0.78% in Q2 2026, selling an estimated $31.3K and leaving 28,048 shares worth $5.35M. The position accounts for 0.52% of the portfolio, ranked #41.

Private Wealth Asset Management first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Private Wealth Asset Management held 28,048 shares of CrowdStrike worth $5.35M as of Q2 2026.
Private Wealth Asset Management sold 220 CrowdStrike shares in Q2 2026, an estimated $31.3K.
CrowdStrike made up 0.52% of Private Wealth Asset Management's portfolio in Q2 2026, its #41 holding.
Private Wealth Asset Management first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.