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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 $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. 2,458 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.
  • 2,458 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.