Robertson Stephens Wealth Management’s CrowdStrike CRWD Stock Holding History

Robertson Stephens 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	$790K	Sell	4,140 -24	-0.6%	-$3.41K	0.02%	358
2026 Q1	$406K	Hold	4,164	–	–	0.01%	457
2025 Q4	$488K	Sell	4,164 -32	-0.8%	-$4.07K	0.01%	432
2025 Q3	$514K	Sell	4,196 -488	-10%	-$55.5K	0.02%	350
2025 Q2	$596K	Buy	4,684 +492	+12%	+$53.3K	0.02%	339
2025 Q1	$370K	Buy	4,192 +352	+9%	+$33.5K	0.01%	414
2024 Q4	$328K	Buy	3,840 +880	+30%	+$73.2K	0.01%	446
2024 Q3	$208K	Buy	2,960 +156	+6%	+$11.1K	0.01%	601
2024 Q2	$269K	Sell	2,804 -1,052	-27%	-$87.5K	0.01%	431
2024 Q1	$309K	Buy	+3,856	New	+$295K	0.02%	417

Other funds holding CRWD

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Robertson Stephens Wealth Management's CRWD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its CrowdStrike (CRWD) stake by 0.58% in Q2 2026, selling an estimated $3.41K and leaving 4,140 shares worth $790K. The position accounts for 0.02% of the portfolio, ranked #358.

Robertson Stephens Wealth Management first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. 1,154 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Robertson Stephens Wealth Management held 4,140 shares of CrowdStrike worth $790K as of Q2 2026.
Robertson Stephens Wealth Management sold 24 CrowdStrike shares in Q2 2026, an estimated $3.41K.
CrowdStrike made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #358 holding.
Robertson Stephens Wealth Management first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
1,154 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.