Vivid Wealth Management’s CrowdStrike CRWD Stock Holding History

Vivid 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	$224K	Buy	+1,172	New	+$167K	0.08%	69
2026 Q1	–	Sell	-23,648	Closed	-$2.77M	–	68
2025 Q4	$2.77M	Buy	23,648 +244	+1%	+$31.1K	1.08%	35
2025 Q3	$2.87M	Sell	23,404 -804	-3%	-$91.4K	1.14%	26
2025 Q2	$3.08M	Sell	24,208 -5,900	-20%	-$640K	1.35%	20
2025 Q1	$2.65M	Sell	30,108 -6,568	-18%	-$626K	1.33%	20
2024 Q4	$3.14M	Sell	36,676 -1,032	-3%	-$85.8K	1.59%	16
2024 Q3	$2.64M	Buy	37,708 +1,952	+5%	+$139K	1.38%	22
2024 Q2	$3.43M	Sell	35,756 -22,304	-38%	-$1.85M	1.92%	11
2024 Q1	$4.65M	Sell	58,060 -1,996	-3%	-$153K	2.91%	9
2023 Q4	$3.83M	Buy	+60,056	New	+$3.14M	2.61%	13

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

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

Vivid Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,172 shares worth $224K. The stake represents 0.08% of the portfolio and ranks #69 among its holdings. This is a return to the name: Vivid Wealth Management previously reported a position in CRWD as recently as Q4 2025.

Vivid Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.65M in Q1 2024. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Vivid Wealth Management held 1,172 shares of CrowdStrike worth $224K as of Q2 2026.
CrowdStrike was a new Vivid Wealth Management position in Q2 2026.
CrowdStrike made up 0.08% of Vivid Wealth Management's portfolio in Q2 2026, its #69 holding.
Vivid Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
Vivid Wealth Management's CrowdStrike position peaked at $4.65M in Q1 2024.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.