Secure Asset Management’s CrowdStrike CRWD Stock Holding History

Secure Asset 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	$9.2M	Sell	48,248 -1,496	-3%	-$213K	1.29%	14
2026 Q1	$4.86M	Buy	49,744 +9,752	+24%	+$1.03M	0.77%	31
2025 Q4	$4.69M	Buy	39,992 +184	+0.5%	+$23.4K	0.73%	29
2025 Q3	$4.98M	Buy	39,808 +9,516	+31%	+$1.08M	0.82%	25
2025 Q2	$3.86M	Sell	30,292 -1,912	-6%	-$207K	0.71%	28
2025 Q1	$2.84M	Buy	32,204 +2,652	+9%	+$253K	0.57%	44
2024 Q4	$2.53M	Buy	29,552 +3,584	+14%	+$298K	0.38%	58
2024 Q3	$1.82M	Buy	25,968 +6,448	+33%	+$458K	0.31%	75
2024 Q2	$1.87M	Buy	19,520 +2,460	+14%	+$205K	0.35%	59
2024 Q1	$1.37M	Buy	+17,060	New	+$1.31M	0.32%	86
2022 Q1	–	Sell	-5,492	Closed	-$281K	–	208
2021 Q4	$281K	Buy	5,492 +1,940	+55%	+$118K	0.11%	154
2021 Q3	$218K	Buy	+3,552	New	+$229K	0.11%	163

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

Secure Asset Management's CRWD Position: Q2 2026 in Review

Secure Asset Management reduced its CrowdStrike (CRWD) stake by 3% in Q2 2026, selling an estimated $213K and leaving 48,248 shares worth $9.2M. The position accounts for 1.29% of the portfolio, ranked #14.

Secure Asset Management first reported a position in CRWD in Q3 2021 and has held it in 12 quarters since. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Secure Asset Management held 48,248 shares of CrowdStrike worth $9.2M as of Q2 2026.
Secure Asset Management sold 1,496 CrowdStrike shares in Q2 2026, an estimated $213K.
CrowdStrike made up 1.29% of Secure Asset Management's portfolio in Q2 2026, its #14 holding.
Secure Asset Management first reported a position in CrowdStrike in Q3 2021 and has held it in 12 quarters since.
2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.