Willner & Heller’s CrowdStrike CRWD Stock Holding History

Willner & Heller’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	$1.22M	Sell	6,420 -512	-7%	-$72.7K	0.77%	36
2026 Q1	$677K	Hold	6,932	–	–	0.5%	61
2025 Q4	$812K	Sell	6,932 -184	-3%	-$23.4K	0.58%	48
2025 Q3	$872K	Sell	7,116 -40	-0.6%	-$4.55K	0.67%	40
2025 Q2	$911K	Sell	7,156 -340	-5%	-$36.9K	0.77%	34
2025 Q1	$661K	Hold	7,496	–	–	0.61%	52
2024 Q4	$641K	Hold	7,496	–	–	0.56%	54
2024 Q3	$526K	Buy	7,496 +4,004	+115%	+$284K	0.47%	69
2024 Q2	$335K	Sell	3,492 -108	-3%	-$8.98K	0.32%	106
2024 Q1	$289K	Sell	3,600 -280	-7%	-$21.4K	0.29%	116
2023 Q4	$248K	Buy	+3,880	New	+$203K	0.28%	114
2022 Q3	–	Sell	-8,512	Closed	-$359K	–	115
2022 Q2	$359K	Buy	8,512 +3,236	+61%	+$147K	0.56%	63
2022 Q1	$270K	Buy	+5,276	New	+$246K	0.33%	110

Other funds holding CRWD

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Willner & Heller's CRWD Position: Q2 2026 in Review

Willner & Heller reduced its CrowdStrike (CRWD) stake by 7.4% in Q2 2026, selling an estimated $72.7K and leaving 6,420 shares worth $1.22M. The position accounts for 0.77% of the portfolio, ranked #36.

Willner & Heller first reported a position in CRWD in Q1 2022 and has held it in 13 quarters since. 398 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Willner & Heller held 6,420 shares of CrowdStrike worth $1.22M as of Q2 2026.
Willner & Heller sold 512 CrowdStrike shares in Q2 2026, an estimated $72.7K.
CrowdStrike made up 0.77% of Willner & Heller's portfolio in Q2 2026, its #36 holding.
Willner & Heller first reported a position in CrowdStrike in Q1 2022 and has held it in 13 quarters since.
398 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.