CPA
CRWD icon

Capital Performance Advisors’s CrowdStrike CRWD Stock Holding History

Capital Performance 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 		$2.67M Sell
13,996
-1,436
-9% -$204K 0.17% 66
2026
Q1 		$1.51M Buy
15,432
+8,332
+117% +$883K 0.1% 91
2025
Q4 		$832K Buy
7,100
+5,232
+280% +$666K 0.06% 139
2025
Q3 		$229K Buy
1,868
+132
+8% +$15K 0.04% 287
2025
Q2 		$221K Buy
+1,736
New +$188K 0.04% 228
2024
Q4 		– Sell
-756
Closed -$52.9K – 749
2024
Q3 		$52.9K Buy
+756
New +$53.7K 0.02% 333

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 Performance Advisors's CRWD Position: Q2 2026 in Review

Capital Performance Advisors reduced its CrowdStrike (CRWD) stake by 9.3% in Q2 2026, selling an estimated $204K and leaving 13,996 shares worth $2.67M. The position accounts for 0.17% of the portfolio, ranked #66.

Capital Performance Advisors first reported a position in CRWD in Q3 2024 and has held it in 6 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Capital Performance Advisors held 13,996 shares of CrowdStrike worth $2.67M as of Q2 2026.
  • Capital Performance Advisors sold 1,436 CrowdStrike shares in Q2 2026, an estimated $204K.
  • CrowdStrike made up 0.17% of Capital Performance Advisors's portfolio in Q2 2026, its #66 holding.
  • Capital Performance Advisors first reported a position in CrowdStrike in Q3 2024 and has held it in 6 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.