Asio Capital’s CrowdStrike CRWD Stock Holding History

Asio Capital’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	$11.5M	Sell	60,476 -6,428	-10%	-$913K	1.48%	18
2026 Q1	$6.53M	Buy	66,904 +13,752	+26%	+$1.46M	0.92%	36
2025 Q4	$6.23M	Buy	53,152 +1,516	+3%	+$193K	0.88%	38
2025 Q3	$6.33M	Buy	51,636 +12,692	+33%	+$1.44M	0.95%	33
2025 Q2	$4.96M	Buy	38,944 +11,524	+42%	+$1.25M	0.83%	42
2025 Q1	$2.42M	Buy	+27,420	New	+$2.61M	0.47%	64

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Asio Capital's CRWD Position: Q2 2026 in Review

Asio Capital reduced its CrowdStrike (CRWD) stake by 9.6% in Q2 2026, selling an estimated $913K and leaving 60,476 shares worth $11.5M. The position accounts for 1.48% of the portfolio, ranked #18.

Asio Capital first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Asio Capital held 60,476 shares of CrowdStrike worth $11.5M as of Q2 2026.
Asio Capital sold 6,428 CrowdStrike shares in Q2 2026, an estimated $913K.
CrowdStrike made up 1.48% of Asio Capital's portfolio in Q2 2026, its #18 holding.
Asio Capital first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Asio Capital's 13F filing for Q2 2026, filed 17 Jul 2026.