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Wealth Management Associates’s CrowdStrike CRWD Stock Holding History

Wealth Management Associates’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 		$3.2M Sell
16,768
-1,640
-9% -$233K 0.88% 27
2026
Q1 		$1.8M Sell
18,408
-528
-3% -$56K 0.62% 37
2025
Q4 		$2.22M Sell
18,936
-52
-0.3% -$6.62K 0.77% 32
2025
Q3 		$2.33M Sell
18,988
-80
-0.4% -$9.1K 0.83% 32
2025
Q2 		$2.43M Buy
19,068
+1,188
+7% +$129K 0.94% 28
2025
Q1 		$1.58M Buy
17,880
+392
+2% +$37.3K 0.68% 35
2024
Q4 		$1.5M Buy
17,488
+140
+0.8% +$11.6K 0.64% 37
2024
Q3 		$1.22M Buy
17,348
+200
+1% +$14.2K 0.53% 42
2024
Q2 		$1.64M Hold
17,148
– – 0.77% 30
2024
Q1 		$1.64M Sell
17,148
-1,084
-6% -$83K 0.77% 30
2023
Q4 		$1.16M Buy
18,232
+48
+0.3% +$2.51K 0.61% 40
2023
Q3 		$761K Buy
18,184
+296
+2% +$11.5K 0.44% 58
2023
Q2 		$657K Buy
17,888
+344
+2% +$12K 0.37% 61
2023
Q1 		$602K Buy
17,544
+1,676
+11% +$48.5K 0.37% 69
2022
Q4 		$418K Sell
15,868
-1,152
-7% -$39.4K 0.28% 86
2022
Q3 		$701K Buy
17,020
+2,008
+13% +$91.8K 0.49% 47
2022
Q2 		$633K Sell
15,012
-280
-2% -$12.7K 0.43% 51
2022
Q1 		$868K Buy
15,292
+892
+6% +$41.6K 0.49% 48
2021
Q4 		$737K Buy
14,400
+4,328
+43% +$264K 0.4% 65
2021
Q3 		$619K Hold
10,072
– – 0.36% 70
2021
Q2 		$633K Buy
10,072
+32
+0.3% +$1.72K 0.36% 64
2021
Q1 		$458K Sell
10,040
-400
-4% -$21.2K 0.29% 89
2020
Q4 		$553K Buy
10,440
+1,700
+19% +$66.2K 0.36% 68
2020
Q3 		$300K Sell
8,740
-700
-7% -$20.4K 0.23% 105
2020
Q2 		$237K Buy
+9,440
New +$189K 0.2% 121

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 Management Associates's CRWD Position: Q2 2026 in Review

Wealth Management Associates reduced its CrowdStrike (CRWD) stake by 8.9% in Q2 2026, selling an estimated $233K and leaving 16,768 shares worth $3.2M. The position accounts for 0.88% of the portfolio, ranked #27.

Wealth Management Associates first reported a position in CRWD in Q2 2020 and has held it in 25 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Wealth Management Associates held 16,768 shares of CrowdStrike worth $3.2M as of Q2 2026.
  • Wealth Management Associates sold 1,640 CrowdStrike shares in Q2 2026, an estimated $233K.
  • CrowdStrike made up 0.88% of Wealth Management Associates's portfolio in Q2 2026, its #27 holding.
  • Wealth Management Associates first reported a position in CrowdStrike in Q2 2020 and has held it in 25 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.