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RKL Wealth Management’s CrowdStrike CRWD Stock Holding History

RKL 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 		$5.12M Sell
26,844
-2,448
-8% -$348K 0.41% 34
2026
Q1 		$2.86M Sell
29,292
-3,564
-11% -$378K 0.26% 54
2025
Q4 		$3.85M Buy
32,856
+1,224
+4% +$156K 0.32% 43
2025
Q3 		$3.88M Sell
31,632
-1,004
-3% -$114K 0.33% 42
2025
Q2 		$4.16M Sell
32,636
-1,448
-4% -$157K 0.37% 39
2025
Q1 		$3M Buy
34,084
+476
+1% +$45.3K 0.28% 52
2024
Q4 		$2.87M Buy
33,608
+844
+3% +$70.2K 0.26% 54
2024
Q3 		$2.3M Buy
+32,764
New +$2.33M 0.21% 59

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

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

RKL Wealth Management reduced its CrowdStrike (CRWD) stake by 8.4% in Q2 2026, selling an estimated $348K and leaving 26,844 shares worth $5.12M. The position accounts for 0.41% of the portfolio, ranked #34.

RKL Wealth Management first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • RKL Wealth Management held 26,844 shares of CrowdStrike worth $5.12M as of Q2 2026.
  • RKL Wealth Management sold 2,448 CrowdStrike shares in Q2 2026, an estimated $348K.
  • CrowdStrike made up 0.41% of RKL Wealth Management's portfolio in Q2 2026, its #34 holding.
  • RKL Wealth Management first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.