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CRWD icon

Advisor OS’s CrowdStrike CRWD Stock Holding History

Advisor OS’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
Q1 		$742K Sell
7,604
-24
-0.3% -$2.54K 0.05% 226
2025
Q4 		$894K Sell
7,628
-964
-11% -$123K 0.07% 177
2025
Q3 		$1.05M Buy
8,592
+680
+9% +$77.3K 0.09% 145
2025
Q2 		$1.01M Buy
7,912
+2,944
+59% +$319K 0.1% 148
2025
Q1 		$438K Sell
4,968
-280
-5% -$26.7K 0.05% 250
2024
Q4 		$449K Buy
5,248
+128
+3% +$10.6K 0.05% 241
2024
Q3 		$359K Sell
5,120
-564
-10% -$40.1K 0.04% 289
2024
Q2 		$545K Sell
5,684
-192
-3% -$16K 0.06% 239
2024
Q1 		$471K Buy
5,876
+552
+10% +$42.3K 0.05% 243
2023
Q4 		$340K Buy
+5,324
New +$279K 0.04% 246

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor OS's CRWD Position: Q1 2026 in Review

Advisor OS reduced its CrowdStrike (CRWD) stake by 0.31% in Q1 2026, selling an estimated $2.54K and leaving 7,604 shares worth $742K. The position accounts for 0.05% of the portfolio, ranked #226.

Advisor OS first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Advisor OS held 7,604 shares of CrowdStrike worth $742K as of Q1 2026.
  • Advisor OS sold 24 CrowdStrike shares in Q1 2026, an estimated $2.54K.
  • CrowdStrike made up 0.05% of Advisor OS's portfolio in Q1 2026, its #226 holding.
  • Advisor OS first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
  • Advisor OS's CrowdStrike position peaked at $1.05M in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.