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Beacon Investment Advisory Services’s CrowdStrike CRWD Stock Holding History

Beacon Investment 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
2026
Q2 		$1.72M Sell
8,996
-1,476
-14% -$210K 0.06% 120
2026
Q1 		$1.02M Sell
10,472
-1,292
-11% -$137K 0.04% 133
2025
Q4 		$1.38M Sell
11,764
-2,600
-18% -$331K 0.06% 120
2025
Q3 		$1.76M Sell
14,364
-1,128
-7% -$128K 0.07% 112
2025
Q2 		$1.97M Sell
15,492
-15,088
-49% -$1.64M 0.09% 109
2025
Q1 		$2.7M Sell
30,580
-11,352
-27% -$1.08M 0.13% 100
2024
Q4 		$3.59M Sell
41,932
-2,228
-5% -$185K 0.16% 94
2024
Q3 		$3.1M Sell
44,160
-1,348
-3% -$95.7K 0.13% 105
2024
Q2 		$4.36M Sell
45,508
-1,460
-3% -$121K 0.19% 90
2024
Q1 		$3.76M Sell
46,968
-440
-0.9% -$33.7K 0.16% 99
2023
Q4 		$3.03M Sell
47,408
-3,444
-7% -$180K 0.14% 107
2023
Q3 		$2.13M Sell
50,852
-528
-1% -$20.5K 0.1% 118
2023
Q2 		$1.89M Sell
51,380
-684
-1% -$23.8K 0.09% 130
2023
Q1 		$1.79M Buy
52,064
+8,504
+20% +$246K 0.09% 128
2022
Q4 		$1.15M Buy
43,560
+1,764
+4% +$60.4K 0.06% 142
2022
Q3 		$1.72M Buy
41,796
+11,180
+37% +$511K 0.09% 125
2022
Q2 		$1.29M Buy
30,616
+420
+1% +$19K 0.07% 140
2022
Q1 		$1.71M Buy
30,196
+5,600
+23% +$261K 0.07% 132
2021
Q4 		$1.26M Buy
24,596
+1,520
+7% +$92.6K 0.05% 153
2021
Q3 		$1.42M Buy
23,076
+1,460
+7% +$94.2K 0.06% 146
2021
Q2 		$1.36M Buy
21,616
+4,300
+25% +$231K 0.06% 154
2021
Q1 		$790K Buy
17,316
+10,608
+158% +$561K 0.03% 171
2020
Q4 		$355K Buy
+6,708
New +$261K 0.02% 215

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 Investment Advisory Services's CRWD Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its CrowdStrike (CRWD) stake by 14% in Q2 2026, selling an estimated $210K and leaving 8,996 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #120.

Beacon Investment Advisory Services first reported a position in CRWD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.36M in Q2 2024. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Beacon Investment Advisory Services held 8,996 shares of CrowdStrike worth $1.72M as of Q2 2026.
  • Beacon Investment Advisory Services sold 1,476 CrowdStrike shares in Q2 2026, an estimated $210K.
  • CrowdStrike made up 0.06% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #120 holding.
  • Beacon Investment Advisory Services first reported a position in CrowdStrike in Q4 2020 and has held it in 23 quarters since.
  • Beacon Investment Advisory Services's CrowdStrike position peaked at $4.36M in Q2 2024.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.