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Capital Advisors Ltd’s CrowdStrike CRWD Stock Holding History

Capital Advisors Ltd’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 		$56K Sell
296
-40
-12% -$5.68K 0.01% 496
2026
Q1 		$33K Buy
336
+28
+9% +$2.97K ﹤0.01% 580
2025
Q4 		$36K Hold
308
– – ﹤0.01% 555
2025
Q3 		$38K Sell
308
-4
-1% -$455 ﹤0.01% 530
2025
Q2 		$40K Sell
312
-4
-1% -$434 ﹤0.01% 511
2025
Q1 		$28K Buy
316
+24
+8% +$2.29K ﹤0.01% 561
2024
Q4 		$25K Hold
292
– – ﹤0.01% 577
2024
Q3 		$20K Buy
292
+208
+248% +$14.8K ﹤0.01% 609
2024
Q2 		$8K Sell
84
-8
-9% -$665 ﹤0.01% 795
2024
Q1 		$7K Buy
92
+16
+21% +$1.23K ﹤0.01% 786
2023
Q4 		$5K Hold
76
– – ﹤0.01% 825
2023
Q3 		$3K Buy
+76
New +$2.95K ﹤0.01% 925
2023
Q1 		– Sell
-128
Closed -$3K – 1257
2022
Q4 		$3K Buy
128
+72
+129% +$2.46K ﹤0.01% 752
2022
Q3 		$2K Buy
+56
New +$2.56K ﹤0.01% 824
2022
Q1 		– Sell
-12
Closed -$1K – 951
2021
Q4 		$1K Buy
+12
New +$731 ﹤0.01% 637

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 Ltd's CRWD Position: Q2 2026 in Review

Capital Advisors Ltd reduced its CrowdStrike (CRWD) stake by 12% in Q2 2026, selling an estimated $5.68K and leaving 296 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #496.

Capital Advisors Ltd first reported a position in CRWD in Q4 2021 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Capital Advisors Ltd held 296 shares of CrowdStrike worth $56K as of Q2 2026.
  • Capital Advisors Ltd sold 40 CrowdStrike shares in Q2 2026, an estimated $5.68K.
  • CrowdStrike made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #496 holding.
  • Capital Advisors Ltd first reported a position in CrowdStrike in Q4 2021 and has held it in 15 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.