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Sound View Wealth Advisors Group’s CrowdStrike CRWD Stock Holding History

Sound View Wealth Advisors Group’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 		$1.07M Sell
5,588
-4
-0.1% -$568 0.07% 186
2026
Q1 		$546K Sell
5,592
-188
-3% -$19.9K 0.04% 260
2025
Q4 		$677K Sell
5,780
-12
-0.2% -$1.53K 0.05% 238
2025
Q3 		$710K Sell
5,792
-768
-12% -$87.3K 0.05% 236
2025
Q2 		$835K Sell
6,560
-220
-3% -$23.8K 0.06% 207
2025
Q1 		$598K Buy
6,780
+132
+2% +$12.6K 0.05% 235
2024
Q4 		$569K Buy
6,648
+364
+6% +$30.3K 0.05% 244
2024
Q3 		$441K Buy
6,284
+356
+6% +$25.3K 0.04% 272
2024
Q2 		$568K Buy
5,928
+1,556
+36% +$129K 0.06% 225
2024
Q1 		$350K Buy
4,372
+396
+10% +$30.3K 0.04% 282
2023
Q4 		$254K Buy
+3,976
New +$208K 0.03% 331
2023
Q1 		– Sell
-3,976
Closed -$254K – 376
2022
Q4 		$254K Sell
3,976
-1,908
-32% -$65.3K 0.03% 331
2022
Q3 		$242K Hold
5,884
– – 0.05% 238
2022
Q2 		$248K Sell
5,884
-608
-9% -$27.5K 0.05% 244
2022
Q1 		$369K Buy
6,492
+944
+17% +$44K 0.07% 208
2021
Q4 		$284K Buy
5,548
+112
+2% +$6.82K 0.05% 246
2021
Q3 		$334K Buy
+5,436
New +$351K 0.07% 214

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

Sound View Wealth Advisors Group's CRWD Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its CrowdStrike (CRWD) stake by 0.07% in Q2 2026, selling an estimated $568 and leaving 5,588 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #186.

Sound View Wealth Advisors Group first reported a position in CRWD in Q3 2021 and has held it in 17 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Sound View Wealth Advisors Group held 5,588 shares of CrowdStrike worth $1.07M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 4 CrowdStrike shares in Q2 2026, an estimated $568.
  • CrowdStrike made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #186 holding.
  • Sound View Wealth Advisors Group first reported a position in CrowdStrike in Q3 2021 and has held it in 17 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.