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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
Q1 		– Sell
-6,400
Closed -$750K – 1848
2025
Q4 		$750K Hold
6,400
– – 0.01% 924
2025
Q3 		$785K Buy
+6,400
New +$728K 0.01% 852

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's CRWD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its CrowdStrike (CRWD) stake by 34% in Q1 2026, buying an estimated $4.25M and bringing the position to 158,256 shares worth $15.4M. The position accounts for 0.08% of the portfolio, ranked #222.

Beacon Pointe Advisors first reported a position in CRWD in Q1 2020 and has held it in 25 quarters since. The position peaked at $26.3M in Q4 2020. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Beacon Pointe Advisors held 158,256 shares of CrowdStrike worth $15.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 40,116 CrowdStrike shares in Q1 2026, an estimated $4.25M.
  • CrowdStrike made up 0.08% of Beacon Pointe Advisors's portfolio in Q1 2026, its #222 holding.
  • Beacon Pointe Advisors first reported a position in CrowdStrike in Q1 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's CrowdStrike position peaked at $26.3M in Q4 2020.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.