TWM
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Tradition Wealth Management’s CrowdStrike CRWD Stock Holding History

Tradition 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 		$1.22M Buy
6,396
+40
+0.6% +$5.68K 0.07% 194
2026
Q1 		$620K Sell
6,356
-580
-8% -$61.5K 0.04% 258
2025
Q4 		$813K Buy
6,936
+220
+3% +$28K 0.06% 216
2025
Q3 		$823K Buy
6,716
+1,760
+36% +$200K 0.06% 215
2025
Q2 		$631K Buy
4,956
+1,008
+26% +$109K 0.05% 236
2025
Q1 		$348K Buy
3,948
+556
+16% +$53K 0.03% 312
2024
Q4 		$290K Buy
+3,392
New +$282K 0.03% 328
2024
Q1 		– Sell
-164
Closed -$10K – 551
2023
Q4 		$10K Sell
164
-208
-56% -$10.9K ﹤0.01% 994
2023
Q3 		$16K Buy
372
+120
+48% +$4.66K ﹤0.01% 894
2023
Q2 		$9K Buy
252
+84
+50% +$2.93K ﹤0.01% 1050
2023
Q1 		$6K Sell
168
-20
-11% -$578 ﹤0.01% 1100
2022
Q4 		$5K Buy
188
+20
+12% +$684 ﹤0.01% 1033
2022
Q3 		$7K Sell
168
-20
-11% -$915 ﹤0.01% 997
2022
Q2 		$8K Buy
188
+132
+236% +$5.98K ﹤0.01% 861
2022
Q1 		$3K Buy
+56
New +$2.61K ﹤0.01% 1100
2021
Q4 		– Sell
-180
Closed -$11K – 1191
2021
Q3 		$11K Hold
180
– – ﹤0.01% 884
2021
Q2 		$11K Buy
+180
New +$9.68K ﹤0.01% 921
2021
Q1 		– Sell
-180
Closed -$10K – 843
2020
Q4 		$10K Buy
+180
New +$7.01K ﹤0.01% 731

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

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

Tradition Wealth Management increased its CrowdStrike (CRWD) stake by 0.63% in Q2 2026, buying an estimated $5.68K and bringing the position to 6,396 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #194.

Tradition Wealth Management first reported a position in CRWD in Q4 2020 and has held it in 18 quarters since. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Tradition Wealth Management held 6,396 shares of CrowdStrike worth $1.22M as of Q2 2026.
  • Tradition Wealth Management bought 40 CrowdStrike shares in Q2 2026, an estimated $5.68K.
  • CrowdStrike made up 0.07% of Tradition Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Tradition Wealth Management first reported a position in CrowdStrike in Q4 2020 and has held it in 18 quarters since.
  • 2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.