SWA
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Sax Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Sax 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
Q2 		$1.09M Sell
11,216
-144
-1% -$20.5K 0.04% 215
2026
Q1 		$1.33M Sell
11,360
-100
-0.9% -$10.6K 0.06% 160
2025
Q4 		$1.34M Buy
11,460
+44
+0.4% +$5.6K 0.06% 160
2025
Q3 		$1.4M Buy
11,416
+40
+0.4% +$4.55K 0.08% 143
2025
Q2 		$1.45M Buy
11,376
+8,376
+279% +$908K 0.09% 129
2025
Q1 		$264K Buy
+3,000
New +$286K 0.02% 314
2024
Q3 		– Sell
-2,284
Closed -$219K – 306
2024
Q2 		$219K Buy
+2,284
New +$190K 0.02% 255

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

Sax Wealth Advisors's CRWD Position: Q2 2026 in Review

Sax Wealth Advisors reduced its CrowdStrike (CRWD) stake by 1.3% in Q2 2026, selling an estimated $20.5K and leaving 11,216 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #215.

Sax Wealth Advisors first reported a position in CRWD in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Sax Wealth Advisors held 11,216 shares of CrowdStrike worth $1.09M as of Q2 2026.
  • Sax Wealth Advisors sold 144 CrowdStrike shares in Q2 2026, an estimated $20.5K.
  • CrowdStrike made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #215 holding.
  • Sax Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and has held it in 7 quarters since.
  • Sax Wealth Advisors's CrowdStrike position peaked at $1.45M in Q2 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.