Valmark Advisers’s CrowdStrike CRWD Stock Holding History

Valmark Advisers’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	$379K	Buy	+1,988	New	+$282K	﹤0.01%	565
2026 Q1	–	Sell	-1,944	Closed	-$228K	–	682
2025 Q4	$228K	Sell	1,944 -404	-17%	-$51.4K	﹤0.01%	614
2025 Q3	$288K	Sell	2,348 -8	-0.3%	-$910	﹤0.01%	568
2025 Q2	$300K	Sell	2,356 -324	-12%	-$35.1K	﹤0.01%	549
2025 Q1	$236K	Sell	2,680 -32	-1%	-$3.05K	﹤0.01%	563
2024 Q4	$232K	Sell	2,712 -1,024	-27%	-$85.1K	﹤0.01%	562
2024 Q3	$262K	Buy	3,736 +36	+1%	+$2.56K	﹤0.01%	524
2024 Q2	$354K	Buy	+3,700	New	+$308K	0.01%	445

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

Valmark Advisers's CRWD Position: Q2 2026 in Review

Valmark Advisers opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,988 shares worth $379K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in CRWD as recently as Q4 2025.

Valmark Advisers first reported a position in CRWD in Q2 2024 and has held it in 8 quarters since. 2,443 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Valmark Advisers held 1,988 shares of CrowdStrike worth $379K as of Q2 2026.
CrowdStrike was a new Valmark Advisers position in Q2 2026.
CrowdStrike made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #565 holding.
Valmark Advisers first reported a position in CrowdStrike in Q2 2024 and has held it in 8 quarters since.
2,443 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.