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Prosperity Financial Group’s CrowdStrike CRWD Stock Holding History

Prosperity Financial Group’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 		$324K Buy
+1,700
New +$242K 0.1% 146
2025
Q4 		– Sell
-1,660
Closed -$204K – 193
2025
Q3 		$204K Sell
1,660
-72
-4% -$8.19K 0.07% 167
2025
Q2 		$221K Buy
+1,732
New +$188K 0.09% 151

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prosperity Financial Group's CRWD Position: Q2 2026 in Review

Prosperity Financial Group opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,700 shares worth $324K. The stake represents 0.1% of the portfolio and ranks #146 among its holdings. This is a return to the name: Prosperity Financial Group previously reported a position in CRWD as recently as Q3 2025.

Prosperity Financial Group first reported a position in CRWD in Q2 2025 and has held it in 3 quarters since. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Prosperity Financial Group held 1,700 shares of CrowdStrike worth $324K as of Q2 2026.
  • CrowdStrike was a new Prosperity Financial Group position in Q2 2026.
  • CrowdStrike made up 0.1% of Prosperity Financial Group's portfolio in Q2 2026, its #146 holding.
  • Prosperity Financial Group first reported a position in CrowdStrike in Q2 2025 and has held it in 3 quarters since.
  • 2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.