SkyOak Wealth’s CrowdStrike CRWD Stock Holding History

SkyOak Wealth’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	$898K	Sell	4,708 -2,928	-38%	-$416K	0.15%	95
2026 Q1	$745K	Sell	7,636 -620	-8%	-$65.7K	0.14%	98
2025 Q4	$968K	Buy	8,256 +3,188	+63%	+$406K	0.17%	87
2025 Q3	$621K	Buy	5,068 +3,152	+165%	+$358K	0.12%	110
2025 Q2	$244K	Buy	+1,916	New	+$208K	0.05%	206
2024 Q3	–	Sell	-3,312	Closed	-$317K	–	245
2024 Q2	$317K	Buy	3,312 +20	+0.6%	+$1.66K	0.07%	168
2024 Q1	$264K	Sell	3,292 -7,840	-70%	-$600K	0.06%	206
2023 Q4	$711K	Buy	11,132 +6,000	+117%	+$314K	0.18%	96
2023 Q3	$215K	Buy	+5,132	New	+$199K	0.06%	211
2021 Q1	–	Sell	-7,536	Closed	-$399K	–	237
2020 Q4	$399K	Buy	+7,536	New	+$294K	0.12%	141

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

SkyOak Wealth's CRWD Position: Q2 2026 in Review

SkyOak Wealth reduced its CrowdStrike (CRWD) stake by 38% in Q2 2026, selling an estimated $416K and leaving 4,708 shares worth $898K. The position accounts for 0.15% of the portfolio, ranked #95.

SkyOak Wealth first reported a position in CRWD in Q4 2020 and has held it in 10 quarters since. The position peaked at $968K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

SkyOak Wealth held 4,708 shares of CrowdStrike worth $898K as of Q2 2026.
SkyOak Wealth sold 2,928 CrowdStrike shares in Q2 2026, an estimated $416K.
CrowdStrike made up 0.15% of SkyOak Wealth's portfolio in Q2 2026, its #95 holding.
SkyOak Wealth first reported a position in CrowdStrike in Q4 2020 and has held it in 10 quarters since.
SkyOak Wealth's CrowdStrike position peaked at $968K in Q4 2025.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.