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WESPAC Advisors SoCal’s CrowdStrike CRWD Stock Holding History

WESPAC Advisors SoCal’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 		$3.89M Buy
81,648
+61,804
+311% +$8.78M 0.7% 39
2026
Q1 		$1.94M Sell
19,844
-480
-2% -$50.9K 0.41% 60
2025
Q4 		$2.38M Sell
20,324
-572
-3% -$72.8K 0.48% 52
2025
Q3 		$2.56M Buy
20,896
+204
+1% +$23.2K 0.52% 53
2025
Q2 		$2.63M Buy
20,692
+4,804
+30% +$521K 0.59% 50
2025
Q1 		$1.4M Buy
15,888
+3,172
+25% +$302K 0.36% 58
2024
Q4 		$1.09M Sell
12,716
-1,512
-11% -$126K 0.25% 66
2024
Q3 		$998K Buy
+14,228
New +$1.01M 0.23% 62

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

WESPAC Advisors SoCal's CRWD Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its CrowdStrike (CRWD) stake by 311% in Q2 2026, buying an estimated $8.78M and bringing the position to 81,648 shares worth $3.89M. The position accounts for 0.7% of the portfolio, ranked #39.

WESPAC Advisors SoCal first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • WESPAC Advisors SoCal held 81,648 shares of CrowdStrike worth $3.89M as of Q2 2026.
  • WESPAC Advisors SoCal bought 61,804 CrowdStrike shares in Q2 2026, an estimated $8.78M.
  • CrowdStrike made up 0.7% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #39 holding.
  • WESPAC Advisors SoCal first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.