WWM
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Walser Wealth Management’s CrowdStrike CRWD Stock Holding History

Walser 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 		– Sell
-2,520
Closed -$246K – 222
2026
Q1 		$246K Buy
2,520
+728
+41% +$77.1K 0.11% 155
2025
Q4 		$210K Buy
+1,792
New +$228K 0.11% 136

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

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

Walser Wealth Management sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 2,520 shares — an estimated $246K sold.

Walser Wealth Management first reported a position in CRWD in Q4 2025 and held it in 2 quarters. The position peaked at $246K in Q1 2026. 2,443 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Walser Wealth Management reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 2,520 CrowdStrike shares in Q2 2026, an estimated $246K.
  • Walser Wealth Management first reported a position in CrowdStrike in Q4 2025 and held it in 2 quarters.
  • Walser Wealth Management's CrowdStrike position peaked at $246K in Q1 2026.
  • 2,443 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.