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Williams Jones Wealth Management’s CrowdStrike CRWD Stock Holding History

Williams Jones Wealth 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 		$1.37M Buy
7,200
+152
+2% +$21.6K 0.02% 244
2026
Q1 		$688K Buy
7,048
+12
+0.2% +$1.27K 0.01% 308
2025
Q4 		$825K Hold
7,036
– – 0.01% 283
2025
Q3 		$863K Sell
7,036
-1,560
-18% -$177K 0.01% 273
2025
Q2 		$1.09M Sell
8,596
-100
-1% -$10.8K 0.01% 246
2025
Q1 		$767K Hold
8,696
– – 0.01% 275
2024
Q4 		$744K Sell
8,696
-3,772
-30% -$314K 0.01% 284
2024
Q3 		$874K Sell
12,468
-65,824
-84% -$4.67M 0.01% 271
2024
Q2 		$7.5M Buy
78,292
+63,012
+412% +$5.24M 0.09% 119
2024
Q1 		$1.22M Sell
15,280
-18,672
-55% -$1.43M 0.02% 243
2023
Q4 		$2.17M Buy
33,952
+40
+0.1% +$2.09K 0.03% 187
2023
Q3 		$1.42M Sell
33,912
-8
-0% -$311 0.02% 225
2023
Q2 		$1.25M Sell
33,920
-1,004
-3% -$35K 0.02% 232
2023
Q1 		$1.2M Buy
34,924
+24
+0.1% +$694 0.02% 251
2022
Q4 		$919K Sell
34,900
-16
-0% -$548 0.02% 279
2022
Q3 		$1.44M Sell
34,916
-400
-1% -$18.3K 0.03% 231
2022
Q2 		$1.49M Sell
35,316
-504
-1% -$22.8K 0.02% 232
2022
Q1 		$2.03M Sell
35,820
-98,328
-73% -$4.58M 0.03% 198
2021
Q4 		$6.87M Buy
134,148
+53,936
+67% +$3.28M 0.09% 125
2021
Q3 		$4.93M Buy
80,212
+852
+1% +$55K 0.07% 141
2021
Q2 		$4.99M Buy
79,360
+21,744
+38% +$1.17M 0.07% 143
2021
Q1 		$2.63M Buy
57,616
+42,032
+270% +$2.22M 0.04% 174
2020
Q4 		$825K Buy
15,584
+4,468
+40% +$174K 0.01% 238
2020
Q3 		$382K Hold
11,116
– – 0.01% 302
2020
Q2 		$279K Buy
+11,116
New +$223K 0.01% 331

Other funds holding CRWD

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Williams Jones Wealth Management's CRWD Position: Q2 2026 in Review

Williams Jones Wealth Management increased its CrowdStrike (CRWD) stake by 2.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 7,200 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #244.

Williams Jones Wealth Management first reported a position in CRWD in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.5M in Q2 2024. 1,325 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Williams Jones Wealth Management held 7,200 shares of CrowdStrike worth $1.37M as of Q2 2026.
  • Williams Jones Wealth Management bought 152 CrowdStrike shares in Q2 2026, an estimated $21.6K.
  • CrowdStrike made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Williams Jones Wealth Management first reported a position in CrowdStrike in Q2 2020 and has held it in 25 quarters since.
  • Williams Jones Wealth Management's CrowdStrike position peaked at $7.5M in Q2 2024.
  • 1,325 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.