Regent Peak Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Regent Peak Wealth Advisors’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	$598K	Sell	3,132 -340	-10%	-$48.3K	0.11%	83
2026 Q1	$339K	Buy	3,472 +96	+3%	+$10.2K	0.07%	130
2025 Q4	$396K	Sell	3,376 -332	-9%	-$42.3K	0.08%	112
2025 Q3	$455K	Buy	+3,708	New	+$422K	0.09%	95
2025 Q1	$221K	Buy	2,508 +28	+1%	+$2.67K	0.05%	154
2024 Q4	$212K	Buy	+2,480	New	+$206K	0.05%	157
2021 Q1	–	Sell	-156	Closed	-$8K	–	327
2020 Q4	$8K	Buy	+156	New	+$6.08K	﹤0.01%	580

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Regent Peak Wealth Advisors's CRWD Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its CrowdStrike (CRWD) stake by 9.8% in Q2 2026, selling an estimated $48.3K and leaving 3,132 shares worth $598K. The position accounts for 0.11% of the portfolio, ranked #83.

Regent Peak Wealth Advisors first reported a position in CRWD in Q4 2020 and has held it in 7 quarters since. 527 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Regent Peak Wealth Advisors held 3,132 shares of CrowdStrike worth $598K as of Q2 2026.
Regent Peak Wealth Advisors sold 340 CrowdStrike shares in Q2 2026, an estimated $48.3K.
CrowdStrike made up 0.11% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Regent Peak Wealth Advisors first reported a position in CrowdStrike in Q4 2020 and has held it in 7 quarters since.
527 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.