Richards, Merrill & Peterson’s CrowdStrike CRWD Stock Holding History

Richards, Merrill & Peterson’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	$959K	Sell	5,028 -80	-2%	-$11.4K	0.3%	84
2026 Q1	$499K	Buy	5,108 +640	+14%	+$67.8K	0.18%	120
2025 Q4	$524K	Buy	4,468 +100	+2%	+$12.7K	0.2%	111
2025 Q3	$535K	Buy	4,368 +80	+2%	+$9.1K	0.23%	107
2025 Q2	$546K	Buy	4,288 +240	+6%	+$26K	0.26%	96
2025 Q1	$357K	Buy	4,048 +40	+1%	+$3.81K	0.19%	113
2024 Q4	$343K	Buy	+4,008	New	+$333K	0.18%	109

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Richards, Merrill & Peterson's CRWD Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its CrowdStrike (CRWD) stake by 1.6% in Q2 2026, selling an estimated $11.4K and leaving 5,028 shares worth $959K. The position accounts for 0.3% of the portfolio, ranked #84.

Richards, Merrill & Peterson first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Richards, Merrill & Peterson held 5,028 shares of CrowdStrike worth $959K as of Q2 2026.
Richards, Merrill & Peterson sold 80 CrowdStrike shares in Q2 2026, an estimated $11.4K.
CrowdStrike made up 0.3% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #84 holding.
Richards, Merrill & Peterson first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.