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Wealth Alliance’s CrowdStrike CRWD Stock Holding History

Wealth Alliance’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 		$576K Buy
3,020
+196
+7% +$27.8K 0.05% 293
2026
Q1 		$276K Buy
2,824
+416
+17% +$44.1K 0.03% 458
2025
Q4 		$282K Sell
2,408
-32
-1% -$4.07K 0.03% 444
2025
Q3 		$299K Buy
2,440
+560
+30% +$63.7K 0.03% 415
2025
Q2 		$239K Buy
+1,880
New +$204K 0.03% 478
2024
Q4 		– Sell
-4,340
Closed -$304K – 504
2024
Q3 		$304K Buy
4,340
+1,324
+44% +$94K 0.04% 393
2024
Q2 		$289K Sell
3,016
-332
-10% -$27.6K 0.04% 392
2024
Q1 		$268K Sell
3,348
-4,336
-56% -$332K 0.04% 426
2023
Q4 		$490K Buy
+7,684
New +$402K 0.07% 259
2023
Q3 		– Sell
-5,544
Closed -$204K – 499
2023
Q2 		$204K Buy
+5,544
New +$193K 0.03% 475

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

Wealth Alliance's CRWD Position: Q2 2026 in Review

Wealth Alliance increased its CrowdStrike (CRWD) stake by 6.9% in Q2 2026, buying an estimated $27.8K and bringing the position to 3,020 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #293.

Wealth Alliance first reported a position in CRWD in Q2 2023 and has held it in 10 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Wealth Alliance held 3,020 shares of CrowdStrike worth $576K as of Q2 2026.
  • Wealth Alliance bought 196 CrowdStrike shares in Q2 2026, an estimated $27.8K.
  • CrowdStrike made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #293 holding.
  • Wealth Alliance first reported a position in CrowdStrike in Q2 2023 and has held it in 10 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.