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Beacon Financial Advisory’s CrowdStrike CRWD Stock Holding History

Beacon Financial Advisory’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 		$2.14M Buy
11,236
+116
+1% +$16.5K 0.42% 51
2026
Q1 		$1.09M Buy
11,120
+264
+2% +$28K 0.25% 102
2025
Q4 		$1.27M Sell
10,856
-44
-0.4% -$5.6K 0.29% 83
2025
Q3 		$1.34M Buy
10,900
+36
+0.3% +$4.09K 0.31% 83
2025
Q2 		$1.38M Sell
10,864
-828
-7% -$89.8K 0.36% 66
2025
Q1 		$1.03M Sell
11,692
-2,220
-16% -$211K 0.31% 91
2024
Q4 		$1.19M Buy
13,912
+288
+2% +$23.9K 0.39% 64
2024
Q3 		$955K Buy
+13,624
New +$968K 0.32% 84

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

Beacon Financial Advisory's CRWD Position: Q2 2026 in Review

Beacon Financial Advisory increased its CrowdStrike (CRWD) stake by 1% in Q2 2026, buying an estimated $16.5K and bringing the position to 11,236 shares worth $2.14M. The position accounts for 0.42% of the portfolio, ranked #51.

Beacon Financial Advisory first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Beacon Financial Advisory held 11,236 shares of CrowdStrike worth $2.14M as of Q2 2026.
  • Beacon Financial Advisory bought 116 CrowdStrike shares in Q2 2026, an estimated $16.5K.
  • CrowdStrike made up 0.42% of Beacon Financial Advisory's portfolio in Q2 2026, its #51 holding.
  • Beacon Financial Advisory first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.