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Spire Wealth Management’s CrowdStrike CRWD Stock Holding History

Spire Wealth 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 		$10.2M Sell
53,304
-5,008
-9% -$711K 0.31% 76
2026
Q1 		$5.69M Sell
58,312
-58,684
-50% -$6.22M 0.19% 112
2025
Q4 		$13.7M Buy
116,996
+120
+0.1% +$15.3K 0.46% 45
2025
Q3 		$14.3M Buy
116,876
+19,388
+20% +$2.2M 0.49% 45
2025
Q2 		$12.2M Sell
97,488
-24,040
-20% -$2.61M 0.44% 50
2025
Q1 		$10.7M Buy
121,528
+328
+0.3% +$31.2K 0.34% 63
2024
Q4 		$10.4M Buy
121,200
+1,656
+1% +$138K 0.32% 69
2024
Q3 		$8.38M Buy
119,544
+11,388
+11% +$809K 0.28% 78
2024
Q2 		$10.3M Buy
108,156
+14,212
+15% +$1.18M 0.37% 52
2024
Q1 		$18.1M Sell
93,944
-9,280
-9% -$710K 0.33% 71
2023
Q4 		$7.5M Buy
103,224
+81,072
+366% +$4.24M 0.25% 84
2023
Q3 		$927K Buy
22,152
+2,220
+11% +$86.3K 0.04% 347
2023
Q2 		$732K Sell
19,932
-88
-0.4% -$3.07K 0.03% 408
2023
Q1 		$687K Buy
20,020
+5,556
+38% +$161K 0.03% 414
2022
Q4 		$381K Sell
14,464
-1,500
-9% -$51.3K 0.02% 412
2022
Q3 		$658K Sell
15,964
-2,900
-15% -$133K 0.04% 283
2022
Q2 		$795K Sell
18,864
-5,408
-22% -$245K 0.03% 374
2022
Q1 		$1.38M Buy
24,272
+5,444
+29% +$254K 0.04% 326
2021
Q4 		$997K Sell
18,828
-388
-2% -$23.6K 0.02% 470
2021
Q3 		$1.18M Buy
19,216
+4,364
+29% +$282K 0.03% 372
2021
Q2 		$920K Buy
14,852
+484
+3% +$26K 0.02% 452
2021
Q1 		$627K Buy
+14,368
New +$760K 0.02% 592

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

Spire Wealth Management's CRWD Position: Q2 2026 in Review

Spire Wealth Management reduced its CrowdStrike (CRWD) stake by 8.6% in Q2 2026, selling an estimated $711K and leaving 53,304 shares worth $10.2M. The position accounts for 0.31% of the portfolio, ranked #76.

Spire Wealth Management first reported a position in CRWD in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.1M in Q1 2024. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Spire Wealth Management held 53,304 shares of CrowdStrike worth $10.2M as of Q2 2026.
  • Spire Wealth Management sold 5,008 CrowdStrike shares in Q2 2026, an estimated $711K.
  • CrowdStrike made up 0.31% of Spire Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Spire Wealth Management first reported a position in CrowdStrike in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's CrowdStrike position peaked at $18.1M in Q1 2024.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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