RWM
CRWD icon

Ritholtz Wealth Management’s CrowdStrike CRWD Stock Holding History

Ritholtz Wealth Management’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 		$4.85M Buy
25,440
+2,212
+10% +$314K 0.07% 186
2026
Q1 		$2.27M Sell
23,228
-3,104
-12% -$329K 0.04% 341
2025
Q4 		$3.09M Buy
26,332
+560
+2% +$71.3K 0.06% 247
2025
Q3 		$3.16M Buy
25,772
+1,656
+7% +$188K 0.06% 220
2025
Q2 		$3.07M Buy
24,116
+8,820
+58% +$956K 0.07% 195
2025
Q1 		$1.35M Buy
15,296
+2,944
+24% +$280K 0.04% 334
2024
Q4 		$1.06M Buy
12,352
+3,516
+40% +$292K 0.03% 351
2024
Q3 		$620K Buy
8,836
+180
+2% +$12.8K 0.02% 505
2024
Q2 		$829K Buy
8,656
+544
+7% +$45.2K 0.03% 396
2024
Q1 		$650K Buy
8,112
+3,964
+96% +$303K 0.02% 464
2023
Q4 		$265K Buy
+4,148
New +$217K 0.01% 632
2022
Q4 		– Sell
-7,296
Closed -$301K – 607
2022
Q3 		$301K Buy
+7,296
New +$334K 0.02% 534
2022
Q1 		– Sell
-6,400
Closed -$328K – 564
2021
Q4 		$328K Buy
6,400
+1,828
+40% +$111K 0.02% 392
2021
Q3 		$281K Sell
4,572
-492
-10% -$31.7K 0.02% 383
2021
Q2 		$318K Buy
5,064
+612
+14% +$32.9K 0.02% 353
2021
Q1 		$203K Buy
+4,452
New +$235K 0.02% 405

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

Ritholtz Wealth Management's CRWD Position: Q2 2026 in Review

Ritholtz Wealth Management increased its CrowdStrike (CRWD) stake by 9.5% in Q2 2026, buying an estimated $314K and bringing the position to 25,440 shares worth $4.85M. The position accounts for 0.07% of the portfolio, ranked #186.

Ritholtz Wealth Management first reported a position in CRWD in Q1 2021 and has held it in 16 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Ritholtz Wealth Management held 25,440 shares of CrowdStrike worth $4.85M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,212 CrowdStrike shares in Q2 2026, an estimated $314K.
  • CrowdStrike made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Ritholtz Wealth Management first reported a position in CrowdStrike in Q1 2021 and has held it in 16 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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