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Clayton Financial Group’s CrowdStrike CRWD Stock Holding History

Clayton Financial Group’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 		– Sell
-144
Closed -$14.1K – 180
2026
Q1 		$14.1K Sell
144
-12
-8% -$1.27K 0.01% 212
2025
Q4 		$18.3K Buy
156
+108
+225% +$13.7K 0.01% 194
2025
Q3 		$5.88K Buy
+48
New +$5.46K ﹤0.01% 166

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

Clayton Financial Group's CRWD Position: Q2 2026 in Review

Clayton Financial Group sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 144 shares — an estimated $14.1K sold.

Clayton Financial Group first reported a position in CRWD in Q3 2025 and held it in 3 quarters. The position peaked at $18.3K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Clayton Financial Group reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 144 CrowdStrike shares in Q2 2026, an estimated $14.1K.
  • Clayton Financial Group first reported a position in CrowdStrike in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's CrowdStrike position peaked at $18.3K in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.