Zinnia Wealth Advisory’s CrowdStrike CRWD Stock Holding History

Zinnia Wealth Advisory’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	–	Sell	-2,188	Closed	-$214K	–	101
2026 Q1	$214K	Buy	+2,188	New	+$232K	0.24%	88

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Zinnia Wealth Advisory's CRWD Position: Q2 2026 in Review

Zinnia Wealth Advisory sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 2,188 shares — an estimated $214K sold.

Zinnia Wealth Advisory first reported a position in CRWD in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 2,449 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Zinnia Wealth Advisory reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
Zinnia Wealth Advisory sold 2,188 CrowdStrike shares in Q2 2026, an estimated $214K.
Zinnia Wealth Advisory first reported a position in CrowdStrike in Q1 2026 and held it in 1 quarter.
Zinnia Wealth Advisory's CrowdStrike position peaked at $214K in Q1 2026.
2,449 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.