Capital Advisors Wealth Management’s CrowdStrike CRWD Stock Holding History

Capital Advisors Wealth Management’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	$3.7M	Sell	19,416 -32	-0.2%	-$4.55K	0.44%	49
2026 Q1	$1.9M	Buy	19,448 +480	+3%	+$50.9K	0.25%	65
2025 Q4	$2.22M	Buy	18,968 +28	+0.1%	+$3.56K	0.3%	61
2025 Q3	$2.32M	Buy	18,940 +68	+0.4%	+$7.73K	0.33%	57
2025 Q2	$2.4M	Buy	18,872 +164	+0.9%	+$17.8K	0.38%	55
2025 Q1	$1.65M	Buy	18,708 +472	+3%	+$45K	0.29%	56
2024 Q4	$1.56M	Buy	18,236 +1,020	+6%	+$84.8K	0.28%	53
2024 Q3	$1.21M	Buy	17,216 +7,312	+74%	+$519K	0.22%	56
2024 Q2	$949K	Buy	+9,904	New	+$824K	0.19%	59

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

Capital Advisors Wealth Management's CRWD Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its CrowdStrike (CRWD) stake by 0.16% in Q2 2026, selling an estimated $4.55K and leaving 19,416 shares worth $3.7M. The position accounts for 0.44% of the portfolio, ranked #49.

Capital Advisors Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 9 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Capital Advisors Wealth Management held 19,416 shares of CrowdStrike worth $3.7M as of Q2 2026.
Capital Advisors Wealth Management sold 32 CrowdStrike shares in Q2 2026, an estimated $4.55K.
CrowdStrike made up 0.44% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #49 holding.
Capital Advisors Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 9 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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