Kingsview Wealth Management, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1791965
GRANTS PASS, OR
Position in CRWD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$9,642,273
+$2,740,606 QoQ
Shares Held
50,540
-28.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$2,000
PutShares
1,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $200,059,155 across 18 Software - Infrastructure names. CRWD ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
262,425 | $97,889,773 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
431,899 | $50,389,655 | |
| 3 | ORCL |
Oracle Corp
|
151,984 | $22,273,255 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
50,540 | $9,642,273 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,822 | $7,100,718 | |
| 6 | DOX |
Amdocs Ltd
|
71,823 | $3,629,933 | |
| 7 | CRWV |
CoreWeave, Inc.
|
18,039 | $1,795,602 | |
| 8 | FTNT |
Fortinet, Inc.
|
9,389 | $1,442,338 |
All Filings in CRWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,642,273 | 12,635 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,901,667 | 17,678 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,795,947 | 16,631 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,455,247 | 15,203 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,344,923 | 8,531 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,822,050 | 8,004 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,959,684 | 8,650 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,284,708 | 8,146 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,859,363 | 7,462 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,157,891 | 6,731 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,675,409 | 6,562 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $880,586 | 5,261 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $784,432 | 5,341 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $669,142 | 4,875 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $413,052 | 3,923 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $827,511 | 5,021 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $780,432 | 4,630 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,341,815 | 5,909 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,638,204 | 8,001 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,028,176 | 8,252 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,869,997 | 7,441 | Shares | Sole | 2021-08-17 | |
| 2021-06-30 | $2,000 | 400 | Put | Sole | 2021-08-17 | |
| 2021-03-31 | $740,990 | 4,060 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $748,783 | 3,535 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,000 | 100 | Call | Sole | 2020-11-19 | |
| 2020-09-30 | $216,965 | 1,580 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||