StoneCrest Wealth Management’s CrowdStrike CRWD Stock Holding History

StoneCrest 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	–	Sell	-30,820	Closed	-$3.01M	–	75
2026 Q1	$3.01M	Sell	30,820 -300	-1%	-$31.8K	1.27%	30
2025 Q4	$3.65M	Buy	31,120 +1,080	+4%	+$137K	1.47%	28
2025 Q3	$3.68M	Sell	30,040 -432	-1%	-$49.1K	1.61%	27
2025 Q2	$3.88M	Buy	30,472 +568	+2%	+$61.6K	1.85%	26
2025 Q1	$2.64M	Buy	29,904 +5,360	+22%	+$511K	1.68%	26
2024 Q4	$2.1M	Buy	24,544 +672	+3%	+$55.9K	1.37%	26
2024 Q3	$1.67M	Sell	23,872 -2,700	-10%	-$192K	1.22%	24
2024 Q2	$2.55M	Buy	26,572 +20,572	+343%	+$1.71M	1.94%	20
2024 Q1	$481K	Buy	+6,000	New	+$459K	0.42%	41

Other funds holding CRWD

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

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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

StoneCrest Wealth Management sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 30,820 shares — an estimated $3.01M sold.

StoneCrest Wealth Management first reported a position in CRWD in Q1 2024 and held it in 9 quarters. The position peaked at $3.88M in Q2 2025. 398 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

StoneCrest Wealth Management reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
StoneCrest Wealth Management sold 30,820 CrowdStrike shares in Q2 2026, an estimated $3.01M.
StoneCrest Wealth Management first reported a position in CrowdStrike in Q1 2024 and held it in 9 quarters.
StoneCrest Wealth Management's CrowdStrike position peaked at $3.88M in Q2 2025.
398 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.