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Waldron Private Wealth’s CrowdStrike CRWD Stock Holding History

Waldron Private Wealth’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 		– Sell
-2,212
Closed -$216K – 353
2026
Q1 		$216K Buy
2,212
+412
+23% +$43.7K 0.01% 324
2025
Q4 		$211K Buy
1,800
+24
+1% +$3.06K 0.01% 310
2025
Q3 		$218K Buy
+1,776
New +$202K 0.01% 298
2025
Q1 		– Sell
-2,864
Closed -$245K – 326
2024
Q4 		$245K Buy
+2,864
New +$238K 0.01% 371
2024
Q3 		– Sell
-2,972
Closed -$285K – 493
2024
Q2 		$285K Sell
2,972
-40
-1% -$3.33K 0.01% 326
2024
Q1 		$241K Buy
+3,012
New +$231K 0.01% 357

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

Waldron Private Wealth's CRWD Position: Q2 2026 in Review

Waldron Private Wealth sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 2,212 shares — an estimated $216K sold.

Waldron Private Wealth first reported a position in CRWD in Q1 2024 and held it in 6 quarters. The position peaked at $285K in Q2 2024. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Waldron Private Wealth reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • Waldron Private Wealth sold 2,212 CrowdStrike shares in Q2 2026, an estimated $216K.
  • Waldron Private Wealth first reported a position in CrowdStrike in Q1 2024 and held it in 6 quarters.
  • Waldron Private Wealth's CrowdStrike position peaked at $285K in Q2 2024.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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