XF
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XML Financial’s CrowdStrike CRWD Stock Holding History

XML Financial’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 		$434K Buy
+2,276
New +$323K 0.03% 308
2026
Q1 		– Sell
-2,504
Closed -$293K – 429
2025
Q4 		$293K Buy
2,504
+516
+26% +$65.7K 0.02% 346
2025
Q3 		$244K Buy
+1,988
New +$226K 0.02% 348

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

XML Financial's CRWD Position: Q2 2026 in Review

XML Financial opened a new position in CrowdStrike (CRWD) in Q2 2026: 2,276 shares worth $434K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings. This is a return to the name: XML Financial previously reported a position in CRWD as recently as Q4 2025.

XML Financial first reported a position in CRWD in Q3 2025 and has held it in 3 quarters since. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • XML Financial held 2,276 shares of CrowdStrike worth $434K as of Q2 2026.
  • CrowdStrike was a new XML Financial position in Q2 2026.
  • CrowdStrike made up 0.03% of XML Financial's portfolio in Q2 2026, its #308 holding.
  • XML Financial first reported a position in CrowdStrike in Q3 2025 and has held it in 3 quarters since.
  • 2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.