Smallwood Wealth Investment Management’s CrowdStrike CRWD Stock Holding History

Smallwood Wealth Investment 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	$47.3K	Sell	248 -88	-26%	-$12.5K	0.02%	197
2026 Q1	$32.8K	Hold	336	–	–	0.02%	219
2025 Q4	$39.4K	Hold	336	–	–	0.02%	197
2025 Q3	$41.2K	Buy	336 +116	+53%	+$13.2K	0.02%	197
2025 Q2	$28K	Sell	220 -16	-7%	-$1.73K	0.02%	224
2025 Q1	$20.8K	Buy	+236	New	+$22.5K	0.01%	255

Other funds holding CRWD

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Smallwood Wealth Investment Management's CRWD Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its CrowdStrike (CRWD) stake by 26% in Q2 2026, selling an estimated $12.5K and leaving 248 shares worth $47.3K. The position accounts for 0.02% of the portfolio, ranked #197.

Smallwood Wealth Investment Management first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 1,053 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Smallwood Wealth Investment Management held 248 shares of CrowdStrike worth $47.3K as of Q2 2026.
Smallwood Wealth Investment Management sold 88 CrowdStrike shares in Q2 2026, an estimated $12.5K.
CrowdStrike made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #197 holding.
Smallwood Wealth Investment Management first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
1,053 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.