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Capstone Financial Advisors’s CrowdStrike CRWD Stock Holding History

Capstone Financial 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 		$1.25M Buy
6,568
+204
+3% +$29K 0.06% 62
2026
Q1 		$621K Buy
6,364
+52
+0.8% +$5.51K 0.03% 89
2025
Q4 		$740K Buy
6,312
+76
+1% +$9.68K 0.04% 74
2025
Q3 		$765K Buy
6,236
+148
+2% +$16.8K 0.04% 77
2025
Q2 		$775K Sell
6,088
-300
-5% -$32.5K 0.04% 78
2025
Q1 		$563K Sell
6,388
-144
-2% -$13.7K 0.04% 85
2024
Q4 		$559K Buy
6,532
+696
+12% +$57.9K 0.03% 85
2024
Q3 		$409K Buy
5,836
+352
+6% +$25K 0.03% 95
2024
Q2 		$525K Hold
5,484
– – 0.03% 85
2024
Q1 		$440K Buy
5,484
+200
+4% +$15.3K 0.03% 88
2023
Q4 		$337K Buy
5,284
+180
+4% +$9.43K 0.02% 105
2023
Q3 		$214K Buy
+5,104
New +$198K 0.02% 122
2022
Q2 		– Sell
-4,236
Closed -$240K – 143
2022
Q1 		$240K Buy
4,236
+188
+5% +$8.76K 0.02% 110
2021
Q4 		$207K Buy
4,048
+200
+5% +$12.2K 0.02% 119
2021
Q3 		$236K Buy
3,848
+52
+1% +$3.35K 0.02% 112
2021
Q2 		$238K Buy
+3,796
New +$204K 0.02% 118

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

Capstone Financial Advisors's CRWD Position: Q2 2026 in Review

Capstone Financial Advisors increased its CrowdStrike (CRWD) stake by 3.2% in Q2 2026, buying an estimated $29K and bringing the position to 6,568 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #62.

Capstone Financial Advisors first reported a position in CRWD in Q2 2021 and has held it in 16 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Capstone Financial Advisors held 6,568 shares of CrowdStrike worth $1.25M as of Q2 2026.
  • Capstone Financial Advisors bought 204 CrowdStrike shares in Q2 2026, an estimated $29K.
  • CrowdStrike made up 0.06% of Capstone Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Capstone Financial Advisors first reported a position in CrowdStrike in Q2 2021 and has held it in 16 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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