Twin Peaks Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Twin Peaks 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	$560K	Sell	2,936 -2,520	-46%	-$358K	0.13%	116
2026 Q1	$532K	Buy	5,456 +264	+5%	+$28K	0.13%	107
2025 Q4	$530K	Sell	5,192 -320	-6%	-$40.7K	0.15%	101
2025 Q3	$676K	Buy	5,512 +56	+1%	+$6.37K	0.23%	79
2025 Q2	$594K	Sell	5,456 -204	-4%	-$22.1K	0.19%	82
2025 Q1	$556K	Buy	5,660 +3,248	+135%	+$309K	0.25%	75
2024 Q4	$206K	Buy	+2,412	New	+$201K	0.09%	137
2024 Q3	–	Sell	-2,804	Closed	-$269K	–	135
2024 Q2	$269K	Buy	2,804 +56	+2%	+$4.66K	0.13%	106
2024 Q1	$220K	Buy	+2,748	New	+$210K	0.12%	119

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

Twin Peaks Wealth Advisors's CRWD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its CrowdStrike (CRWD) stake by 46% in Q2 2026, selling an estimated $358K and leaving 2,936 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #116.

Twin Peaks Wealth Advisors first reported a position in CRWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $676K in Q3 2025. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Twin Peaks Wealth Advisors held 2,936 shares of CrowdStrike worth $560K as of Q2 2026.
Twin Peaks Wealth Advisors sold 2,520 CrowdStrike shares in Q2 2026, an estimated $358K.
CrowdStrike made up 0.13% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Twin Peaks Wealth Advisors first reported a position in CrowdStrike in Q1 2024 and has held it in 9 quarters since.
Twin Peaks Wealth Advisors's CrowdStrike position peaked at $676K in Q3 2025.
2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.