WCG Wealth Advisors’s CrowdStrike CRWD Stock Holding History

WCG Wealth Advisors’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 Q1	$11.6M	Buy	118,980 +45,436	+62%	+$4.81M	0.32%	82
2025 Q4	$8.62M	Buy	+73,544	New	+$9.36M	0.24%	99

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCG Wealth Advisors's CRWD Position: Q1 2026 in Review

WCG Wealth Advisors increased its CrowdStrike (CRWD) stake by 62% in Q1 2026, buying an estimated $4.81M and bringing the position to 118,980 shares worth $11.6M. The position accounts for 0.32% of the portfolio, ranked #82.

WCG Wealth Advisors first reported a position in CRWD in Q4 2025 and has held it in 2 quarters since. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

WCG Wealth Advisors held 118,980 shares of CrowdStrike worth $11.6M as of Q1 2026.
WCG Wealth Advisors bought 45,436 CrowdStrike shares in Q1 2026, an estimated $4.81M.
CrowdStrike made up 0.32% of WCG Wealth Advisors's portfolio in Q1 2026, its #82 holding.
WCG Wealth Advisors first reported a position in CrowdStrike in Q4 2025 and has held it in 2 quarters since.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.