WealthShield Partners’s CrowdStrike CRWD Stock Holding History

WealthShield Partners’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	$7.06M	Sell	37,000 -5,480	-13%	-$779K	1.08%	24
2026 Q1	$4.15M	Sell	42,480 -19,352	-31%	-$2.05M	0.46%	58
2025 Q4	$7.25M	Buy	61,832 +592	+1%	+$75.4K	0.8%	29
2025 Q3	$7.51M	Buy	61,240 +624	+1%	+$70.9K	0.85%	27
2025 Q2	$7.72M	Sell	60,616 -6,864	-10%	-$744K	0.93%	25
2025 Q1	$5.95M	Buy	67,480 +1,788	+3%	+$170K	0.76%	35
2024 Q4	$5.62M	Sell	65,692 -2,480	-4%	-$206K	0.8%	35
2024 Q3	$4.78M	Buy	68,172 +24,300	+55%	+$1.73M	0.65%	38
2024 Q2	$4.2M	Buy	+43,872	New	+$3.65M	0.64%	36
2021 Q3	–	Sell	-2,772	Closed	-$174K	–	327
2021 Q2	$174K	Buy	2,772 +1,752	+172%	+$94.3K	0.03%	282
2021 Q1	$47K	Buy	+1,020	New	+$54K	0.01%	468

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthShield Partners's CRWD Position: Q2 2026 in Review

WealthShield Partners reduced its CrowdStrike (CRWD) stake by 13% in Q2 2026, selling an estimated $779K and leaving 37,000 shares worth $7.06M. The position accounts for 1.08% of the portfolio, ranked #24.

WealthShield Partners first reported a position in CRWD in Q1 2021 and has held it in 11 quarters since. The position peaked at $7.72M in Q2 2025. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

WealthShield Partners held 37,000 shares of CrowdStrike worth $7.06M as of Q2 2026.
WealthShield Partners sold 5,480 CrowdStrike shares in Q2 2026, an estimated $779K.
CrowdStrike made up 1.08% of WealthShield Partners's portfolio in Q2 2026, its #24 holding.
WealthShield Partners first reported a position in CrowdStrike in Q1 2021 and has held it in 11 quarters since.
WealthShield Partners's CrowdStrike position peaked at $7.72M in Q2 2025.
2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.