TRUE Private Wealth Advisors’s CrowdStrike CRWD Stock Holding History

TRUE Private Wealth Advisors’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	$747K	Sell	3,912 -412	-10%	-$58.5K	0.06%	147
2026 Q1	$422K	Sell	4,324 -408	-9%	-$43.2K	0.04%	179
2025 Q4	$555K	Buy	4,732 +244	+5%	+$31.1K	0.06%	149
2025 Q3	$550K	Buy	4,488 +40	+0.9%	+$4.55K	0.06%	148
2025 Q2	$566K	Buy	4,448 +40	+0.9%	+$4.34K	0.06%	134
2025 Q1	$389K	Buy	4,408 +328	+8%	+$31.2K	0.05%	156
2024 Q4	$349K	Hold	4,080	–	–	0.04%	165
2024 Q3	$286K	Sell	4,080 -5,708	-58%	-$405K	0.03%	175
2024 Q2	$938K	Buy	9,788 +636	+7%	+$52.9K	0.11%	103
2024 Q1	$734K	Buy	9,152 +828	+10%	+$63.4K	0.08%	123
2023 Q4	$531K	Buy	8,324 +36	+0.4%	+$1.89K	0.07%	147
2023 Q3	$347K	Buy	8,288 +492	+6%	+$19.1K	0.05%	176
2023 Q2	$286K	Buy	7,796 +20	+0.3%	+$697	0.04%	178
2023 Q1	$267K	Buy	+7,776	New	+$225K	0.04%	187
2022 Q4	–	Sell	-6,932	Closed	-$285K	–	226
2022 Q3	$285K	Buy	+6,932	New	+$317K	0.04%	156
2021 Q1	–	Sell	-1,860	Closed	-$98K	–	327
2020 Q4	$98K	Sell	1,860 -268	-13%	-$10.4K	0.02%	278
2020 Q3	$73K	Hold	2,128	–	–	0.01%	285
2020 Q2	$53K	Buy	2,128 +288	+16%	+$5.78K	0.01%	312
2020 Q1	$25K	Buy	+1,840	New	+$26K	0.01%	352

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TRUE Private Wealth Advisors's CRWD Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its CrowdStrike (CRWD) stake by 9.5% in Q2 2026, selling an estimated $58.5K and leaving 3,912 shares worth $747K. The position accounts for 0.06% of the portfolio, ranked #147.

TRUE Private Wealth Advisors first reported a position in CRWD in Q1 2020 and has held it in 19 quarters since. The position peaked at $938K in Q2 2024. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

TRUE Private Wealth Advisors held 3,912 shares of CrowdStrike worth $747K as of Q2 2026.
TRUE Private Wealth Advisors sold 412 CrowdStrike shares in Q2 2026, an estimated $58.5K.
CrowdStrike made up 0.06% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #147 holding.
TRUE Private Wealth Advisors first reported a position in CrowdStrike in Q1 2020 and has held it in 19 quarters since.
TRUE Private Wealth Advisors's CrowdStrike position peaked at $938K in Q2 2024.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.