Wealthspire Advisors (New York)’s CrowdStrike CRWD Stock Holding History

Wealthspire Advisors (New York)’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	$7.15M	Buy	37,488 +24,500	+189%	+$3.48M	0.04%	212
2026 Q1	$1.27M	Sell	12,988 -1,384	-10%	-$147K	0.01%	365
2025 Q4	$1.68M	Buy	14,372 +3,308	+30%	+$421K	0.01%	322
2025 Q3	$1.36M	Buy	11,064 +1,428	+15%	+$162K	0.01%	336
2025 Q2	$1.23M	Buy	9,636 +300	+3%	+$32.5K	0.01%	351
2025 Q1	$823K	Buy	9,336 +1,672	+22%	+$159K	﹤0.01%	428
2024 Q4	$656K	Buy	7,664 +1,756	+30%	+$146K	0.01%	447
2024 Q3	$414K	Buy	5,908 +820	+16%	+$58.2K	﹤0.01%	540
2024 Q2	$487K	Buy	5,088 +456	+10%	+$37.9K	0.01%	441
2024 Q1	$371K	Buy	4,632 +648	+16%	+$49.6K	0.01%	483
2023 Q4	$254K	Buy	+3,984	New	+$209K	﹤0.01%	565
2022 Q2	–	Sell	-7,528	Closed	-$427K	–	498
2022 Q1	$427K	Buy	7,528 +76	+1%	+$3.54K	0.01%	293
2021 Q4	$381K	Sell	7,452 -1,124	-13%	-$68.5K	0.01%	368
2021 Q3	$527K	Buy	8,576 +1,284	+18%	+$82.8K	0.01%	345
2021 Q2	$458K	Sell	7,292 -8,348	-53%	-$449K	0.01%	234
2021 Q1	$714K	Buy	15,640 +6,240	+66%	+$330K	0.02%	322
2020 Q4	$498K	Sell	9,400 -720	-7%	-$28.1K	0.01%	307
2020 Q3	$347K	Buy	+10,120	New	+$295K	0.02%	220

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s CRWD Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its CrowdStrike (CRWD) stake by 189% in Q2 2026, buying an estimated $3.48M and bringing the position to 37,488 shares worth $7.15M. The position accounts for 0.04% of the portfolio, ranked #212.

Wealthspire Advisors (New York) first reported a position in CRWD in Q3 2020 and has held it in 18 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Wealthspire Advisors (New York) held 37,488 shares of CrowdStrike worth $7.15M as of Q2 2026.
Wealthspire Advisors (New York) bought 24,500 CrowdStrike shares in Q2 2026, an estimated $3.48M.
CrowdStrike made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #212 holding.
Wealthspire Advisors (New York) first reported a position in CrowdStrike in Q3 2020 and has held it in 18 quarters since.
2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.