River Wealth Advisors
CRWD icon

River Wealth Advisors’s CrowdStrike CRWD Stock Holding History

River 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
Q3 		$232K Sell
877
-211
-19% -$44.8K 0.02% 193
2026
Q2 		$207K Buy
+1,088
New +$155K 0.02% 216
2024
Q3 		– Sell
-2,708
Closed -$259K – 209
2024
Q2 		$259K Buy
2,708
+24
+0.9% +$2K 0.04% 178
2024
Q1 		$215K Buy
+2,684
New +$205K 0.03% 202

Other funds holding CRWD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

River Wealth Advisors's CRWD Position: Q3 2026 in Review

River Wealth Advisors reduced its CrowdStrike (CRWD) stake by 19% in Q3 2026, selling an estimated $44.8K and leaving 877 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #193.

River Wealth Advisors first reported a position in CRWD in Q1 2024 and has held it in 4 quarters since. The position peaked at $259K in Q2 2024. 2,085 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • River Wealth Advisors held 877 shares of CrowdStrike worth $232K as of Q3 2026.
  • River Wealth Advisors sold 211 CrowdStrike shares in Q3 2026, an estimated $44.8K.
  • CrowdStrike made up 0.02% of River Wealth Advisors's portfolio in Q3 2026, its #193 holding.
  • River Wealth Advisors first reported a position in CrowdStrike in Q1 2024 and has held it in 4 quarters since.
  • River Wealth Advisors's CrowdStrike position peaked at $259K in Q2 2024.
  • 2,085 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.