ProVise Management Group’s CrowdStrike CRWD Stock Holding History

ProVise Management 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	$446K	Hold	2,340	–	–	0.03%	193
2026 Q1	$228K	Sell	2,340 -72	-3%	-$7.63K	0.02%	245
2025 Q4	$283K	Sell	2,412 -400	-14%	-$50.9K	0.02%	225
2025 Q3	$345K	Buy	2,812 +800	+40%	+$91K	0.03%	208
2025 Q2	$256K	Buy	+2,012	New	+$218K	0.02%	232
2024 Q4	–	Sell	-4,800	Closed	-$337K	–	263
2024 Q3	$337K	Buy	4,800 +1,200	+33%	+$85.2K	0.03%	234
2024 Q2	$345K	Hold	3,600	–	–	0.03%	227
2024 Q1	$289K	Hold	3,600	–	–	0.03%	248
2023 Q4	$230K	Buy	+3,600	New	+$188K	0.02%	307
2022 Q4	–	Sell	-6,452	Closed	-$266K	–	320
2022 Q3	$266K	Buy	6,452 +120	+2%	+$5.49K	0.03%	263
2022 Q2	$267K	Buy	6,332 +1,396	+28%	+$63.2K	0.03%	271
2022 Q1	$280K	Buy	+4,936	New	+$230K	0.03%	298
2021 Q4	–	Sell	-3,972	Closed	-$244K	–	396
2021 Q3	$244K	Buy	3,972 +760	+24%	+$49K	0.02%	322
2021 Q2	$202K	Buy	+3,212	New	+$173K	0.02%	369

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

ProVise Management Group's CRWD Position: Q2 2026 in Review

ProVise Management Group held its CrowdStrike (CRWD) position steady in Q2 2026 at 2,340 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #193.

ProVise Management Group first reported a position in CRWD in Q2 2021 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

ProVise Management Group held 2,340 shares of CrowdStrike worth $446K as of Q2 2026.
ProVise Management Group left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up 0.03% of ProVise Management Group's portfolio in Q2 2026, its #193 holding.
ProVise Management Group first reported a position in CrowdStrike in Q2 2021 and has held it in 14 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.