Benchmark Financial Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Benchmark Financial Wealth 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	$393K	Sell	2,060 -1,404	-41%	-$199K	0.1%	96
2026 Q1	$338K	Buy	3,464 +352	+11%	+$37.3K	0.09%	97
2025 Q4	$365K	Hold	3,112	–	–	0.1%	88
2025 Q3	$382K	Buy	3,112 +100	+3%	+$11.4K	0.11%	83
2025 Q2	$384K	Sell	3,012 -860	-22%	-$93.2K	0.13%	78
2025 Q1	$341K	Buy	3,872 +624	+19%	+$59.4K	0.13%	75
2024 Q4	$278K	Sell	3,248 -2,592	-44%	-$215K	0.09%	81
2024 Q3	$409K	Buy	5,840 +2,344	+67%	+$166K	0.14%	63
2024 Q2	$335K	Sell	3,496 -60	-2%	-$4.99K	0.12%	66
2024 Q1	$285K	Sell	3,556 -340	-9%	-$26K	0.11%	70
2023 Q4	$249K	Buy	+3,896	New	+$204K	0.11%	67
2021 Q1	–	Sell	-4,496	Closed	-$238K	–	65
2020 Q4	$238K	Buy	+4,496	New	+$175K	0.13%	60

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Benchmark Financial Wealth Advisors's CRWD Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its CrowdStrike (CRWD) stake by 41% in Q2 2026, selling an estimated $199K and leaving 2,060 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #96.

Benchmark Financial Wealth Advisors first reported a position in CRWD in Q4 2020 and has held it in 12 quarters since. The position peaked at $409K in Q3 2024. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Benchmark Financial Wealth Advisors held 2,060 shares of CrowdStrike worth $393K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 1,404 CrowdStrike shares in Q2 2026, an estimated $199K.
CrowdStrike made up 0.1% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Benchmark Financial Wealth Advisors first reported a position in CrowdStrike in Q4 2020 and has held it in 12 quarters since.
Benchmark Financial Wealth Advisors's CrowdStrike position peaked at $409K in Q3 2024.
2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.