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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

CRWD holding history

CrowdStrike Holdings, Inc. in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRWD overviewAll 13F holders of CRWDFull Q2 2026 holdings

Shares (Q2 2026)
13,712
Value
$10.5M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of CRWD by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,712$10.5M0.7%−1,219−8.2%ReducedHolders
Q1 202614,931$5.83M0.6%+251+1.7%AddedHolders
Q4 202514,680$6.88M0.7%−49−0.3%ReducedHolders
Q3 202514,729$7.22M0.7%−101−0.7%ReducedHolders
Q2 202514,830$7.55M0.8%−50.0%ReducedHolders
Q1 202514,835$5.23M0.6%−548−3.6%ReducedHolders
Q4 202415,383$5.26M0.6%−291−1.9%ReducedHolders
Q3 202415,674$4.40M1.0%+904+6.1%AddedHolders
Q2 202414,770$5.66M2.5%+50.0%AddedHolders
Q1 202414,765$4.73M2.2%−7,092−32.4%ReducedHolders
Q4 202321,857$5.58M2.8%−1,122−4.9%ReducedHolders
Q3 202322,979$3.85M1.0%−544−2.3%ReducedHolders
Q2 202323,523$3.45M0.9%−4,150−15.0%ReducedHolders
Q1 202327,673$3.80M1.0%+7,263+35.6%AddedHolders
Q4 202220,410$2.15M0.6%+2,362+13.1%AddedHolders
Q3 202218,048$2.97M0.8%−482−2.6%ReducedHolders
Q2 202218,530$3.12M0.8%−363−1.9%ReducedHolders
Q1 202218,893$4.29M1.0%−1,053−5.3%ReducedHolders
Q4 202119,946$4.08M0.9%−426−2.1%ReducedHolders
Q3 202120,372$5.01M1.2%+156+0.8%AddedHolders
Q2 202120,216$5.08M1.2%−1,544−7.1%ReducedHolders
Q1 202121,760$3.97M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.