Avantax Advisory Services’s CrowdStrike CRWD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$10.1M	Buy	79,592 +23,040	+41%	+$2.5M	0.06%	265
2025 Q1	$4.98M	Buy	56,552 +5,060	+10%	+$482K	0.03%	415
2024 Q4	$4.4M	Buy	51,492 +2,448	+5%	+$204K	0.03%	442
2024 Q3	$3.44M	Sell	49,044 -6,580	-12%	-$467K	0.02%	501
2024 Q2	$5.33M	Buy	55,624 +11,948	+27%	+$993K	0.04%	349
2024 Q1	$3.5M	Buy	43,676 +4,720	+12%	+$361K	0.03%	390
2023 Q4	$2.49M	Buy	38,956 +4,560	+13%	+$239K	0.02%	449
2023 Q3	$1.44M	Buy	34,396 +1,524	+5%	+$59.2K	0.02%	564
2023 Q2	$1.21M	Sell	32,872 -532	-2%	-$18.5K	0.01%	620
2023 Q1	$1.15M	Buy	33,404 +13,488	+68%	+$390K	0.01%	614
2022 Q4	$524K	Buy	19,916 +408	+2%	+$14K	0.01%	842
2022 Q3	$804K	Sell	19,508 -1,344	-6%	-$61.5K	0.01%	624
2022 Q2	$879K	Buy	20,852 +624	+3%	+$28.3K	0.01%	590
2022 Q1	$1.15M	Sell	20,228 -772	-4%	-$36K	0.02%	506
2021 Q4	$1.07M	Sell	21,000 -7,476	-26%	-$455K	0.02%	519
2021 Q3	$1.75M	Buy	28,476 +9,008	+46%	+$581K	0.03%	366
2021 Q2	$1.22M	Sell	19,468 -68	-0.3%	-$3.66K	0.02%	435
2021 Q1	$892K	Buy	19,536 +10,404	+114%	+$550K	0.02%	455
2020 Q4	$482K	Sell	9,132 -3,872	-30%	-$151K	0.01%	567
2020 Q3	$446K	Buy	13,004 +5,044	+63%	+$147K	0.01%	841
2020 Q2	$200K	Buy	+7,960	New	+$160K	0.01%	789

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's CRWD Position: Q2 2025 in Review

Avantax Advisory Services increased its CrowdStrike (CRWD) stake by 41% in Q2 2025, buying an estimated $2.5M and bringing the position to 79,592 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #265.

Avantax Advisory Services first reported a position in CRWD in Q2 2020 and has held it in 21 quarters since. 2,035 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

Avantax Advisory Services held 79,592 shares of CrowdStrike worth $10.1M as of Q2 2025.
Avantax Advisory Services bought 23,040 CrowdStrike shares in Q2 2025, an estimated $2.5M.
CrowdStrike made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #265 holding.
Avantax Advisory Services first reported a position in CrowdStrike in Q2 2020 and has held it in 21 quarters since.
2,035 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.