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Vertrix Wealth Management’s CrowdStrike CRWD Stock Holding History

Vertrix 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 		$3.04M Sell
15,916
-7,680
-33% -$1.09M 1.02% 39
2026
Q1 		$2.3M Buy
+23,596
New +$2.5M 0.85% 43

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

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

Vertrix Wealth Management reduced its CrowdStrike (CRWD) stake by 33% in Q2 2026, selling an estimated $1.09M and leaving 15,916 shares worth $3.04M. The position accounts for 1.02% of the portfolio, ranked #39.

Vertrix Wealth Management first reported a position in CRWD in Q1 2026 and has held it in 2 quarters since. 2,438 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Vertrix Wealth Management held 15,916 shares of CrowdStrike worth $3.04M as of Q2 2026.
  • Vertrix Wealth Management sold 7,680 CrowdStrike shares in Q2 2026, an estimated $1.09M.
  • CrowdStrike made up 1.02% of Vertrix Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Vertrix Wealth Management first reported a position in CrowdStrike in Q1 2026 and has held it in 2 quarters since.
  • 2,438 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.