BFCFSI
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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s CrowdStrike CRWD Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$5.1M Sell
26,712
-8,964
-25% -$1.27M 0.69% 18
2026
Q1 		$3.48M Sell
35,676
-96
-0.3% -$10.2K 0.47% 33
2025
Q4 		$4.19M Buy
35,772
+304
+0.9% +$38.7K 0.55% 25
2025
Q3 		$4.35M Buy
35,468
+676
+2% +$76.9K 0.62% 24
2025
Q2 		$4.43M Buy
34,792
+52
+0.1% +$5.64K 0.69% 18
2025
Q1 		$3.06M Sell
34,740
-848
-2% -$80.8K 0.51% 34
2024
Q4 		$3.04M Sell
35,588
-288
-0.8% -$23.9K 0.52% 33
2024
Q3 		$2.52M Buy
+35,876
New +$2.55M 0.4% 41

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 $3.38T AUM 44.17% 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 $2.32T AUM 44.66% 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 $1.92T AUM 36.1% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CRWD Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its CrowdStrike (CRWD) stake by 25% in Q2 2026, selling an estimated $1.27M and leaving 26,712 shares worth $5.1M. The position accounts for 0.69% of the portfolio, ranked #18.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,472 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 26,712 shares of CrowdStrike worth $5.1M as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 8,964 CrowdStrike shares in Q2 2026, an estimated $1.27M.
  • CrowdStrike made up 0.69% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #18 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 2,472 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.