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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s CRWD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its CrowdStrike (CRWD) stake by 9.6% in Q1 2026, selling an estimated $147K and leaving 12,988 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #365.

Wealthspire Advisors (New York) first reported a position in CRWD in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.68M in Q4 2025. 2,080 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Wealthspire Advisors (New York) held 12,988 shares of CrowdStrike worth $1.27M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,384 CrowdStrike shares in Q1 2026, an estimated $147K.
CrowdStrike made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #365 holding.
Wealthspire Advisors (New York) first reported a position in CrowdStrike in Q3 2020 and has held it in 17 quarters since.
Wealthspire Advisors (New York)'s CrowdStrike position peaked at $1.68M in Q4 2025.
2,080 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.