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Proactive Wealth Strategies’s CrowdStrike CRWD Stock Holding History

Proactive Wealth Strategies’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 		$6.76M Buy
35,432
+1,728
+5% +$246K 1.08% 28
2026
Q1 		$3.29M Buy
33,704
+18,884
+127% +$2M 0.62% 47
2025
Q4 		$1.74M Buy
14,820
+800
+6% +$102K 0.69% 47
2025
Q3 		$1.72M Buy
14,020
+120
+0.9% +$13.6K 0.74% 46
2025
Q2 		$1.77M Buy
13,900
+2,324
+20% +$252K 0.84% 45
2025
Q1 		$1.02M Buy
11,576
+2,520
+28% +$240K 0.54% 59
2024
Q4 		$775K Buy
9,056
+4,400
+95% +$366K 0.4% 64
2024
Q3 		$326K Buy
+4,656
New +$331K 0.18% 96

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

Proactive Wealth Strategies's CRWD Position: Q2 2026 in Review

Proactive Wealth Strategies increased its CrowdStrike (CRWD) stake by 5.1% in Q2 2026, buying an estimated $246K and bringing the position to 35,432 shares worth $6.76M. The position accounts for 1.08% of the portfolio, ranked #28.

Proactive Wealth Strategies first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 1,620 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Proactive Wealth Strategies held 35,432 shares of CrowdStrike worth $6.76M as of Q2 2026.
  • Proactive Wealth Strategies bought 1,728 CrowdStrike shares in Q2 2026, an estimated $246K.
  • CrowdStrike made up 1.08% of Proactive Wealth Strategies's portfolio in Q2 2026, its #28 holding.
  • Proactive Wealth Strategies first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 1,620 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.