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Venturi Wealth Management’s CrowdStrike CRWD Stock Holding History

Venturi Wealth Management’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 		$2.96M Buy
15,500
+412
+3% +$58.5K 0.11% 96
2026
Q1 		$1.47M Sell
15,088
-4,952
-25% -$525K 0.07% 156
2025
Q4 		$2.35M Buy
20,040
+304
+2% +$38.7K 0.1% 109
2025
Q3 		$2.42M Sell
19,736
-472
-2% -$53.7K 0.11% 99
2025
Q2 		$2.57M Sell
20,208
-668
-3% -$72.4K 0.13% 101
2025
Q1 		$1.84M Buy
20,876
+252
+1% +$24K 0.1% 128
2024
Q4 		$1.76M Buy
20,624
+12,840
+165% +$1.07M 0.09% 135
2024
Q3 		$546K Buy
7,784
+512
+7% +$36.4K 0.03% 281
2024
Q2 		$697K Buy
7,272
+16
+0.2% +$1.33K 0.04% 227
2024
Q1 		$582K Buy
7,256
+156
+2% +$11.9K 0.04% 243
2023
Q4 		$453K Buy
7,100
+60
+0.9% +$3.14K 0.03% 269
2023
Q3 		$295K Buy
7,040
+400
+6% +$15.5K 0.02% 296
2023
Q2 		$244K Buy
6,640
+948
+17% +$33K 0.02% 282
2023
Q1 		$195K Buy
+5,692
New +$165K 0.02% 322
2022
Q2 		– Sell
-4,152
Closed -$236K – 319
2022
Q1 		$236K Sell
4,152
-544
-12% -$25.3K 0.02% 314
2021
Q4 		$240K Buy
+4,696
New +$286K 0.02% 307

Other funds holding CRWD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Venturi Wealth Management's CRWD Position: Q2 2026 in Review

Venturi Wealth Management increased its CrowdStrike (CRWD) stake by 2.7% in Q2 2026, buying an estimated $58.5K and bringing the position to 15,500 shares worth $2.96M. The position accounts for 0.11% of the portfolio, ranked #96.

Venturi Wealth Management first reported a position in CRWD in Q4 2021 and has held it in 16 quarters since. 584 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Venturi Wealth Management held 15,500 shares of CrowdStrike worth $2.96M as of Q2 2026.
  • Venturi Wealth Management bought 412 CrowdStrike shares in Q2 2026, an estimated $58.5K.
  • CrowdStrike made up 0.11% of Venturi Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Venturi Wealth Management first reported a position in CrowdStrike in Q4 2021 and has held it in 16 quarters since.
  • 584 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.