CIAS
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CBIZ Investment Advisory Services’s CrowdStrike CRWD Stock Holding History

CBIZ Investment Advisory Services’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 		$3.12K Hold
32
– – ﹤0.01% 285
2026
Q1 		$3.12K Hold
32
– – ﹤0.01% 285
2025
Q4 		$3.75K Hold
32
– – ﹤0.01% 560
2025
Q3 		$3.92K Buy
+32
New +$3.64K ﹤0.01% 491

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

CBIZ Investment Advisory Services's CRWD Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its CrowdStrike (CRWD) position steady in Q2 2026 at 32 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

CBIZ Investment Advisory Services first reported a position in CRWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.92K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • CBIZ Investment Advisory Services held 32 shares of CrowdStrike worth $3.12K as of Q2 2026.
  • CBIZ Investment Advisory Services left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #285 holding.
  • CBIZ Investment Advisory Services first reported a position in CrowdStrike in Q3 2025 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's CrowdStrike position peaked at $3.92K in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.