Accel Wealth Management

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1838226 WAVERLY, IA

Position in CRWD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$108,365

-$118,072 QoQ

Shares Held

2,272

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,040

of 2,440 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Accel Wealth Management holds $5,649,930 across 5 Software - Infrastructure names. CRWD ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,394	$3,504,149
2	PLTR	Palantir Technologies Inc.	13,376	$1,560,577
3	STNE	StoneCo Ltd.	23,560	$255,390
4	BRUN	Boost Run Inc.	5,706	$221,449
5	CRWD	CrowdStrike Holdings, Inc. This page	2,272	$108,365

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,365	568	-2.1%	Shares	Sole	2026-07-10
2026-03-31	$226,437	580	+7.2%	Shares	Sole	2026-04-08
2025-12-31	$253,599	541	0.0%	Shares	Sole	2026-01-20
2025-09-30	$265,295	541	+2.5%	Shares	Sole	2025-10-08
2025-06-30	$268,915	528	-25.3%	Shares	Sole	2025-07-22
2023-03-31	$97,042	707	-1.8%	Shares	Sole	2023-04-20
2022-12-31	$75,808	720	-41.2%	Shares	Sole	2023-01-26
2022-09-30	$201,892	1,225	+8.9%	Shares	Sole	2022-10-12
2022-06-30	$189,630	1,125	-5.9%	Shares	Sole	2022-08-03
2022-03-31	$271,360	1,195	+7.7%	Shares	Sole	2022-04-29
2021-12-31	$227,272	1,110	+101.8%	Shares	Sole	2022-01-18
2021-09-30	$135,179	550	0.0%	Shares	Sole	2021-11-04
2021-06-30	$138,220	550	-4.3%	Shares	Sole	2021-08-03
2021-03-31	$104,943	575	+202.6%	Shares	Sole	2021-05-10
2020-12-31	$40,245	190	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.