CAPTRUST Financial Advisors
CRWD icon

CAPTRUST Financial Advisors’s CrowdStrike CRWD Stock Holding History

CAPTRUST 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 		$152K Buy
+800
New +$114K ﹤0.01% 2955

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

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

CAPTRUST Financial Advisors increased its CrowdStrike (CRWD) stake by 12% in Q2 2026, buying an estimated $8.55M and bringing the position to 578,848 shares worth $110M. The position accounts for 0.17% of the portfolio, ranked #107.

CAPTRUST Financial Advisors first reported a position in CRWD in Q1 2020 and has held it in 26 quarters since. 2,443 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • CAPTRUST Financial Advisors held 578,848 shares of CrowdStrike worth $110M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 60,208 CrowdStrike shares in Q2 2026, an estimated $8.55M.
  • CrowdStrike made up 0.17% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • CAPTRUST Financial Advisors first reported a position in CrowdStrike in Q1 2020 and has held it in 26 quarters since.
  • 2,443 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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