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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
Q2 		$16.4M Sell
85,776
-33,204
-28% -$4.72M 0.39% 71
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
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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's CRWD Position: Q2 2026 in Review

WCG Wealth Advisors reduced its CrowdStrike (CRWD) stake by 28% in Q2 2026, selling an estimated $4.72M and leaving 85,776 shares worth $16.4M. The position accounts for 0.39% of the portfolio, ranked #71.

WCG Wealth Advisors first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • WCG Wealth Advisors held 85,776 shares of CrowdStrike worth $16.4M as of Q2 2026.
  • WCG Wealth Advisors sold 33,204 CrowdStrike shares in Q2 2026, an estimated $4.72M.
  • CrowdStrike made up 0.39% of WCG Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • WCG Wealth Advisors first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.