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Beacon Pointe Advisors’s CrowdStrike CRWD Stock Holding History

Beacon Pointe Advisors’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 		$28.5M Sell
149,600
-8,656
-5% -$1.23M 0.13% 160
2026
Q1 		$15.4M Buy
158,256
+40,116
+34% +$4.25M 0.08% 222
2025
Q4 		$13.8M Buy
118,140
+5,760
+5% +$733K 0.1% 194
2025
Q3 		$13.8M Sell
112,380
-17,640
-14% -$2.01M 0.12% 174
2025
Q2 		$16.6M Buy
130,020
+5,632
+5% +$610K 0.17% 124
2025
Q1 		$11M Buy
124,388
+10,060
+9% +$958K 0.12% 163
2024
Q4 		$9.78M Buy
114,328
+2,632
+2% +$219K 0.11% 173
2024
Q3 		$7.83M Buy
111,696
+1,184
+1% +$84.1K 0.09% 198
2024
Q2 		$10.6M Sell
110,512
-39,872
-27% -$3.32M 0.13% 157
2024
Q1 		$12.1M Sell
150,384
-23,860
-14% -$1.83M 0.13% 157
2023
Q4 		$11.1M Buy
174,244
+10,036
+6% +$525K 0.13% 155
2023
Q3 		$6.87M Buy
164,208
+17,788
+12% +$691K 0.09% 212
2023
Q2 		$5.38M Sell
146,420
-900
-0.6% -$31.4K 0.09% 203
2023
Q1 		$5.06M Buy
147,320
+908
+0.6% +$26.3K 0.09% 214
2022
Q4 		$3.85M Sell
146,412
-8,988
-6% -$308K 0.07% 237
2022
Q3 		$6.4M Sell
155,400
-11,384
-7% -$521K 0.14% 147
2022
Q2 		$7.03M Buy
166,784
+3,336
+2% +$151K 0.15% 144
2022
Q1 		$9.28M Sell
163,448
-16,308
-9% -$760K 0.13% 162
2021
Q4 		$9.2M Sell
179,756
-1,916
-1% -$117K 0.24% 93
2021
Q3 		$11.2M Buy
181,672
+1,120
+0.6% +$72.3K 0.28% 97
2021
Q2 		$11.3M Buy
180,552
+3,300
+2% +$178K 0.4% 60
2021
Q1 		$8.09M Sell
177,252
-319,524
-64% -$16.9M 0.5% 49
2020
Q4 		$26.3M Buy
496,776
+308,304
+164% +$12M 1.8% 9
2020
Q3 		$6.47M Sell
188,472
-353,104
-65% -$10.3M 0.63% 38
2020
Q2 		$13.6M Buy
541,576
+349,744
+182% +$7.01M 1.36% 14
2020
Q1 		$2.67M Buy
+191,832
New +$2.71M 0.43% 53

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 Pointe Advisors's CRWD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its CrowdStrike (CRWD) stake by 5.5% in Q2 2026, selling an estimated $1.23M and leaving 149,600 shares worth $28.5M. The position accounts for 0.13% of the portfolio, ranked #160.

Beacon Pointe Advisors first reported a position in CRWD in Q1 2020 and has held it in 26 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Beacon Pointe Advisors held 149,600 shares of CrowdStrike worth $28.5M as of Q2 2026.
  • Beacon Pointe Advisors sold 8,656 CrowdStrike shares in Q2 2026, an estimated $1.23M.
  • CrowdStrike made up 0.13% of Beacon Pointe Advisors's portfolio in Q2 2026, its #160 holding.
  • Beacon Pointe Advisors first reported a position in CrowdStrike in Q1 2020 and has held it in 26 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.