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Triad Wealth Partners’s CrowdStrike CRWD Stock Holding History

Triad Wealth Partners’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 		$2.06M Buy
40,760
+31,536
+342% +$4.48M 0.12% 118
2026
Q1 		$900K Buy
9,224
+292
+3% +$30.9K 0.07% 187
2025
Q4 		$1.05M Buy
8,932
+736
+9% +$93.7K 0.1% 150
2025
Q3 		$1M Buy
8,196
+5,888
+255% +$669K 0.13% 117
2025
Q2 		$294K Buy
+2,308
New +$250K 0.06% 220
2024
Q3 		– Sell
-28
Closed -$2.68K – 230
2024
Q2 		$2.68K Buy
+28
New +$2.33K ﹤0.01% 710

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

Triad Wealth Partners's CRWD Position: Q2 2026 in Review

Triad Wealth Partners increased its CrowdStrike (CRWD) stake by 342% in Q2 2026, buying an estimated $4.48M and bringing the position to 40,760 shares worth $2.06M. The position accounts for 0.12% of the portfolio, ranked #118.

Triad Wealth Partners first reported a position in CRWD in Q2 2024 and has held it in 6 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Triad Wealth Partners held 40,760 shares of CrowdStrike worth $2.06M as of Q2 2026.
  • Triad Wealth Partners bought 31,536 CrowdStrike shares in Q2 2026, an estimated $4.48M.
  • CrowdStrike made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Triad Wealth Partners first reported a position in CrowdStrike in Q2 2024 and has held it in 6 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.