Weatherly Asset Management’s CrowdStrike CRWD Stock Holding History

Weatherly Asset Management’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	$1.76M	Hold	9,224	–	–	0.13%	83
2026 Q1	$900K	Hold	9,224	–	–	0.07%	103
2025 Q4	$1.08M	Buy	9,224 +144	+2%	+$18.3K	0.08%	100
2025 Q3	$1.11M	Sell	9,080 -400	-4%	-$45.5K	0.09%	98
2025 Q2	$1.21M	Sell	9,480 -100	-1%	-$10.8K	0.1%	95
2025 Q1	$844K	Buy	9,580 +500	+6%	+$47.6K	0.08%	114
2024 Q4	$777K	Sell	9,080 -1,100	-11%	-$91.4K	0.07%	114
2024 Q3	$714K	Buy	10,180 +840	+9%	+$59.7K	0.06%	118
2024 Q2	$895K	Buy	9,340 +4,920	+111%	+$409K	0.08%	109
2024 Q1	$354K	Buy	+4,420	New	+$338K	0.03%	143
2021 Q4	–	Sell	-3,440	Closed	-$211K	–	202
2021 Q3	$211K	Hold	3,440	–	–	0.03%	189
2021 Q2	$216K	Buy	+3,440	New	+$185K	0.03%	192
2021 Q1	–	Sell	-4,100	Closed	-$217K	–	195
2020 Q4	$217K	Buy	+4,100	New	+$160K	0.03%	180

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Weatherly Asset Management's CRWD Position: Q2 2026 in Review

Weatherly Asset Management held its CrowdStrike (CRWD) position steady in Q2 2026 at 9,224 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #83.

Weatherly Asset Management first reported a position in CRWD in Q4 2020 and has held it in 13 quarters since. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Weatherly Asset Management held 9,224 shares of CrowdStrike worth $1.76M as of Q2 2026.
Weatherly Asset Management left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up 0.13% of Weatherly Asset Management's portfolio in Q2 2026, its #83 holding.
Weatherly Asset Management first reported a position in CrowdStrike in Q4 2020 and has held it in 13 quarters since.
750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.