Wealth Enhancement Advisory Services’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-24,244
Closed -$729K 3689
2025
Q3
$729K Sell
24,244
-11,756
-33% -$1.34M ﹤0.01% 2072
2025
Q2
$1.58M Sell
36,000
-4,800
-12% -$520K ﹤0.01% 1486
2025
Q1
$863K Sell
40,800
-28,800
-41% -$2.74M ﹤0.01% 1677
2024
Q4
$1.47M Sell
69,600
-44,000
-39% -$3.66M ﹤0.01% 1337
2024
Q3
$1.41M Buy
113,600
+113,200
+28,300% +$8.04M ﹤0.01% 1226
2024
Q2
$8.97K Buy
+400
New +$33.3K ﹤0.01% 2522

Other funds holding CRWD

Wealth Enhancement Advisory Services's CRWD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CrowdStrike (CRWD) stake by 314% in Q2 2026, buying an estimated $162M and bringing the position to 1,507,496 shares worth $65.3M. The position accounts for 0.11% of the portfolio, ranked #171.

Wealth Enhancement Advisory Services first reported a position in CRWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $91.6M in Q4 2024. 447 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,507,496 shares of CrowdStrike worth $65.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,143,320 CrowdStrike shares in Q2 2026, an estimated $162M.
  • CrowdStrike made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #171 holding.
  • Wealth Enhancement Advisory Services first reported a position in CrowdStrike in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's CrowdStrike position peaked at $91.6M in Q4 2024.
  • 447 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.