Sagace Wealth Management’s CrowdStrike CRWD Stock Holding History

Sagace 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	$312K	Buy	+1,636	New	+$232K	0.2%	60
2026 Q1	–	Sell	-1,940	Closed	-$227K	–	73
2025 Q4	$227K	Sell	1,940 -96	-5%	-$12.2K	0.15%	64
2025 Q3	$250K	Buy	2,036 +52	+3%	+$5.91K	0.17%	60
2025 Q2	$253K	Buy	+1,984	New	+$215K	0.19%	56

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Sagace Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,636 shares worth $312K. The stake represents 0.2% of the portfolio and ranks #60 among its holdings. This is a return to the name: Sagace Wealth Management previously reported a position in CRWD as recently as Q4 2025.

Sagace Wealth Management first reported a position in CRWD in Q2 2025 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Sagace Wealth Management held 1,636 shares of CrowdStrike worth $312K as of Q2 2026.
CrowdStrike was a new Sagace Wealth Management position in Q2 2026.
CrowdStrike made up 0.2% of Sagace Wealth Management's portfolio in Q2 2026, its #60 holding.
Sagace Wealth Management first reported a position in CrowdStrike in Q2 2025 and has held it in 4 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.