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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
Q2 		$1.14M Sell
5,988
-1,616
-21% -$230K 0.08% 185
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advisor OS's CRWD Position: Q2 2026 in Review

Advisor OS reduced its CrowdStrike (CRWD) stake by 21% in Q2 2026, selling an estimated $230K and leaving 5,988 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #185.

Advisor OS first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Advisor OS held 5,988 shares of CrowdStrike worth $1.14M as of Q2 2026.
  • Advisor OS sold 1,616 CrowdStrike shares in Q2 2026, an estimated $230K.
  • CrowdStrike made up 0.08% of Advisor OS's portfolio in Q2 2026, its #185 holding.
  • Advisor OS first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.