XWM
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Xcel Wealth Management’s CrowdStrike CRWD Stock Holding History

Xcel 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 		$3.92M Sell
20,560
-7,180
-26% -$1.02M 0.94% 30
2026
Q1 		$2.71M Buy
27,740
+4,380
+19% +$464K 0.75% 35
2025
Q4 		$2.74M Buy
23,360
+12
+0.1% +$1.53K 0.7% 40
2025
Q3 		$2.86M Buy
23,348
+300
+1% +$34.1K 0.74% 38
2025
Q2 		$2.93M Buy
23,048
+104
+0.5% +$11.3K 0.84% 34
2025
Q1 		$2.02M Buy
22,944
+1,344
+6% +$128K 0.63% 41
2024
Q4 		$1.85M Buy
21,600
+1,560
+8% +$130K 0.51% 40
2024
Q3 		$1.41M Buy
20,040
+10,340
+107% +$734K 0.41% 51
2024
Q2 		$929K Hold
9,700
– – 0.29% 62
2024
Q1 		$777K Buy
9,700
+40
+0.4% +$3.06K 0.24% 68
2023
Q4 		$617K Sell
9,660
-1,160
-11% -$60.7K 0.22% 71
2023
Q3 		$453K Sell
10,820
-25,788
-70% -$1M 0.18% 79
2023
Q2 		$1.34M Buy
36,608
+2,260
+7% +$78.7K 0.42% 53
2023
Q1 		$1.18M Sell
34,348
-1,040
-3% -$30.1K 0.41% 52
2022
Q4 		$932K Buy
35,388
+2,264
+7% +$77.5K 0.37% 55
2022
Q3 		$1.36M Buy
33,124
+4,216
+15% +$193K 0.51% 49
2022
Q2 		$1.22M Sell
28,908
-3,012
-9% -$136K 0.44% 51
2022
Q1 		$1.81M Buy
31,920
+1,560
+5% +$72.7K 0.5% 56
2021
Q4 		$1.55M Sell
30,360
-1,604
-5% -$97.7K 0.4% 60
2021
Q3 		$1.96M Buy
31,964
+4,540
+17% +$293K 0.57% 52
2021
Q2 		$1.72M Buy
27,424
+2,732
+11% +$147K 0.52% 51
2021
Q1 		$1.13M Buy
24,692
+5,016
+25% +$265K 0.4% 59
2020
Q4 		$1.04M Buy
19,676
+3,964
+25% +$154K 0.45% 50
2020
Q3 		$539K Buy
15,712
+7,512
+92% +$219K 0.28% 70
2020
Q2 		$205K Buy
+8,200
New +$164K 0.13% 95

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

Xcel Wealth Management's CRWD Position: Q2 2026 in Review

Xcel Wealth Management reduced its CrowdStrike (CRWD) stake by 26% in Q2 2026, selling an estimated $1.02M and leaving 20,560 shares worth $3.92M. The position accounts for 0.94% of the portfolio, ranked #30.

Xcel Wealth Management first reported a position in CRWD in Q2 2020 and has held it in 25 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Xcel Wealth Management held 20,560 shares of CrowdStrike worth $3.92M as of Q2 2026.
  • Xcel Wealth Management sold 7,180 CrowdStrike shares in Q2 2026, an estimated $1.02M.
  • CrowdStrike made up 0.94% of Xcel Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Xcel Wealth Management first reported a position in CrowdStrike in Q2 2020 and has held it in 25 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.