Waterway Wealth Management’s CrowdStrike CRWD Stock Holding History

Waterway 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	$1.6M	Sell	8,412 -4,140	-33%	-$588K	0.33%	37
2026 Q1	$1.23M	Buy	+12,552	New	+$1.33M	0.27%	42

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

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

Waterway Wealth Management reduced its CrowdStrike (CRWD) stake by 33% in Q2 2026, selling an estimated $588K and leaving 8,412 shares worth $1.6M. The position accounts for 0.33% of the portfolio, ranked #37.

Waterway Wealth Management first reported a position in CRWD in Q1 2026 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Waterway Wealth Management held 8,412 shares of CrowdStrike worth $1.6M as of Q2 2026.
Waterway Wealth Management sold 4,140 CrowdStrike shares in Q2 2026, an estimated $588K.
CrowdStrike made up 0.33% of Waterway Wealth Management's portfolio in Q2 2026, its #37 holding.
Waterway Wealth Management first reported a position in CrowdStrike in Q1 2026 and has held it in 2 quarters since.
581 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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