CAI
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Capital Advisors Inc’s CrowdStrike CRWD Stock Holding History

Capital Advisors Inc’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 		$2.83M Sell
14,836
-1,820
-11% -$259K 0.04% 124
2026
Q1 		$1.63M Buy
16,656
+5,032
+43% +$533K 0.03% 141
2025
Q4 		$1.36M Sell
11,624
-948
-8% -$121K 0.02% 147
2025
Q3 		$1.54M Buy
12,572
+4,528
+56% +$515K 0.03% 134
2025
Q2 		$1.02M Sell
8,044
-4
-0% -$434 0.02% 149
2025
Q1 		$709K Buy
8,048
+148
+2% +$14.1K 0.01% 166
2024
Q4 		$676K Buy
7,900
+348
+5% +$28.9K 0.01% 174
2024
Q3 		$530K Sell
7,552
-3,796
-33% -$270K 0.01% 189
2024
Q2 		$1.09M Sell
11,348
-172
-1% -$14.3K 0.02% 144
2024
Q1 		$923K Buy
11,520
+5,340
+86% +$409K 0.02% 152
2023
Q4 		$394K Buy
+6,180
New +$324K 0.01% 218

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

Capital Advisors Inc's CRWD Position: Q2 2026 in Review

Capital Advisors Inc reduced its CrowdStrike (CRWD) stake by 11% in Q2 2026, selling an estimated $259K and leaving 14,836 shares worth $2.83M. The position accounts for 0.04% of the portfolio, ranked #124.

Capital Advisors Inc first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Capital Advisors Inc held 14,836 shares of CrowdStrike worth $2.83M as of Q2 2026.
  • Capital Advisors Inc sold 1,820 CrowdStrike shares in Q2 2026, an estimated $259K.
  • CrowdStrike made up 0.04% of Capital Advisors Inc's portfolio in Q2 2026, its #124 holding.
  • Capital Advisors Inc first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.