TWD
CRWD icon

True Wealth Design’s CrowdStrike CRWD Stock Holding History

True Wealth Design’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 		$60.3K Buy
316
+28
+10% +$3.98K 0.01% 421
2026
Q1 		$28.1K Buy
288
+4
+1% +$424 0.01% 583
2025
Q4 		$33.3K Hold
284
– – 0.01% 454
2025
Q3 		$35K Buy
284
+4
+1% +$455 0.01% 424
2025
Q2 		$35.9K Buy
280
+52
+23% +$5.64K 0.01% 258
2025
Q1 		$20.3K Buy
228
+112
+97% +$10.7K 0.01% 340
2024
Q4 		$10.1K Buy
116
+8
+7% +$665 ﹤0.01% 423
2024
Q3 		$7.57K Buy
108
+96
+800% +$6.82K ﹤0.01% 475
2024
Q2 		$1.15K Buy
12
+4
+50% +$333 ﹤0.01% 481
2024
Q1 		$642 Buy
8
+4
+100% +$306 ﹤0.01% 574
2023
Q4 		$256 Hold
4
– – ﹤0.01% 639
2023
Q3 		$168 Buy
+4
New +$155 ﹤0.01% 667

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

True Wealth Design's CRWD Position: Q2 2026 in Review

True Wealth Design increased its CrowdStrike (CRWD) stake by 9.7% in Q2 2026, buying an estimated $3.98K and bringing the position to 316 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #421.

True Wealth Design first reported a position in CRWD in Q3 2023 and has held it in 12 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • True Wealth Design held 316 shares of CrowdStrike worth $60.3K as of Q2 2026.
  • True Wealth Design bought 28 CrowdStrike shares in Q2 2026, an estimated $3.98K.
  • CrowdStrike made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #421 holding.
  • True Wealth Design first reported a position in CrowdStrike in Q3 2023 and has held it in 12 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.