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CRWD icon

Claro Advisors’s CrowdStrike CRWD Stock Holding History

Claro 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 		$2.16M Buy
11,300
+788
+7% +$112K 0.23% 76
2026
Q1 		$1.03M Buy
10,512
+8
+0.1% +$848 0.12% 144
2025
Q4 		$1.23M Buy
10,504
+1,916
+22% +$244K 0.17% 113
2025
Q3 		$1.05M Buy
8,588
+348
+4% +$39.6K 0.15% 118
2025
Q2 		$1.05M Buy
8,240
+116
+1% +$12.6K 0.17% 112
2025
Q1 		$716K Buy
8,124
+1,876
+30% +$179K 0.1% 191
2024
Q4 		$534K Sell
6,248
-204
-3% -$17K 0.07% 242
2024
Q3 		$452K Buy
6,452
+1,696
+36% +$120K 0.06% 284
2024
Q2 		$456K Sell
4,756
-40
-0.8% -$3.33K 0.07% 244
2024
Q1 		$384K Sell
4,796
-292
-6% -$22.4K 0.07% 276
2023
Q4 		$325K Sell
5,088
-556
-10% -$29.1K 0.07% 277
2023
Q3 		$236K Sell
5,644
-1,016
-15% -$39.5K 0.06% 316
2023
Q2 		$245K Buy
6,660
+556
+9% +$19.4K 0.06% 306
2023
Q1 		$209K Buy
+6,104
New +$176K 0.06% 315
2022
Q4 		– Sell
-6,672
Closed -$281K – 327
2022
Q3 		$281K Hold
6,672
– – 0.11% 199
2022
Q2 		$281K Sell
6,672
-13,296
-67% -$602K 0.11% 199
2022
Q1 		$1.02M Hold
19,968
– – 0.37% 70
2021
Q4 		$1.02M Buy
19,968
+1,936
+11% +$118K 0.37% 70
2021
Q3 		$1.11M Buy
18,032
+8,028
+80% +$518K 0.47% 51
2021
Q2 		$629K Sell
10,004
-848
-8% -$45.6K 0.28% 100
2021
Q1 		$495K Buy
10,852
+2,752
+34% +$146K 0.25% 115
2020
Q4 		$429K Buy
8,100
+2,140
+36% +$83.4K 0.23% 126
2020
Q3 		$205K Buy
+5,960
New +$174K 0.13% 185

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

Claro Advisors's CRWD Position: Q2 2026 in Review

Claro Advisors increased its CrowdStrike (CRWD) stake by 7.5% in Q2 2026, buying an estimated $112K and bringing the position to 11,300 shares worth $2.16M. The position accounts for 0.23% of the portfolio, ranked #76.

Claro Advisors first reported a position in CRWD in Q3 2020 and has held it in 23 quarters since. 2,455 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Claro Advisors held 11,300 shares of CrowdStrike worth $2.16M as of Q2 2026.
  • Claro Advisors bought 788 CrowdStrike shares in Q2 2026, an estimated $112K.
  • CrowdStrike made up 0.23% of Claro Advisors's portfolio in Q2 2026, its #76 holding.
  • Claro Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 23 quarters since.
  • 2,455 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.