SWA
CRWD icon

Serenus Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Serenus 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 		$327K Buy
+1,712
New +$243K 0.06% 57
2026
Q1 		– Sell
-1,712
Closed -$201K – 72
2025
Q4 		$201K Buy
+1,712
New +$218K 0.04% 70

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

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

Serenus Wealth Advisors opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,712 shares worth $327K. The stake represents 0.06% of the portfolio and ranks #57 among its holdings. This is a return to the name: Serenus Wealth Advisors previously reported a position in CRWD as recently as Q4 2025.

Serenus Wealth Advisors first reported a position in CRWD in Q4 2025 and has held it in 2 quarters since. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Serenus Wealth Advisors held 1,712 shares of CrowdStrike worth $327K as of Q2 2026.
  • CrowdStrike was a new Serenus Wealth Advisors position in Q2 2026.
  • CrowdStrike made up 0.06% of Serenus Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Serenus Wealth Advisors first reported a position in CrowdStrike in Q4 2025 and has held it in 2 quarters since.
  • 2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.