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TRB Wealth Management’s CrowdStrike CRWD Stock Holding History

TRB 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 		$495K Buy
+2,592
New +$368K 0.07% 148

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

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

TRB Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 2,592 shares worth $495K. The stake represents 0.07% of the portfolio and ranks #148 among its holdings.

2,436 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • TRB Wealth Management held 2,592 shares of CrowdStrike worth $495K as of Q2 2026.
  • CrowdStrike was a new TRB Wealth Management position in Q2 2026.
  • CrowdStrike made up 0.07% of TRB Wealth Management's portfolio in Q2 2026, its #148 holding.
  • 2,436 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.