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Wealth Preservation Advisors’s CrowdStrike CRWD Stock Holding History

Wealth Preservation 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 		– Sell
-84
Closed -$8.2K – 277
2026
Q1 		$8.2K Hold
84
– – 0.01% 432
2025
Q4 		$9.84K Hold
84
– – 0.01% 301
2025
Q3 		$10.3K Sell
84
-3,680
-98% -$418K 0.01% 292
2025
Q2 		$479K Buy
3,764
+3,672
+3,991% +$398K 0.3% 44
2025
Q1 		$8.11K Buy
+92
New +$8.77K 0.01% 328

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 Preservation Advisors's CRWD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 84 shares — an estimated $8.2K sold.

Wealth Preservation Advisors first reported a position in CRWD in Q1 2025 and held it in 5 quarters. The position peaked at $479K in Q2 2025. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 84 CrowdStrike shares in Q2 2026, an estimated $8.2K.
  • Wealth Preservation Advisors first reported a position in CrowdStrike in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's CrowdStrike position peaked at $479K in Q2 2025.
  • 2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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