CA
CRWD icon

Clearstead Advisors’s CrowdStrike CRWD Stock Holding History

Clearstead 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
Q1 		$1.12M Sell
11,484
-1,192
-9% -$126K 0.01% 487
2025
Q4 		$1.49M Buy
12,676
+1,156
+10% +$147K 0.02% 387
2025
Q3 		$1.41M Sell
11,520
-952
-8% -$108K 0.02% 377
2025
Q2 		$1.59M Buy
12,472
+2,248
+22% +$244K 0.02% 358
2025
Q1 		$901K Sell
10,224
-28
-0.3% -$2.67K 0.01% 436
2024
Q4 		$877K Sell
10,252
-164
-2% -$13.6K 0.01% 437
2024
Q3 		$730K Buy
10,416
+2,796
+37% +$199K 0.01% 488
2024
Q2 		$730K Buy
7,620
+3,700
+94% +$308K 0.01% 461
2024
Q1 		$313K Buy
3,920
+264
+7% +$20.2K 0.02% 393
2023
Q4 		$233K Sell
3,656
-2,456
-40% -$129K 0.01% 437
2023
Q3 		$256K Buy
6,112
+3,056
+100% +$119K 0.01% 516
2023
Q2 		$112K Buy
3,056
+172
+6% +$5.99K 0.01% 548
2023
Q1 		$99K Buy
2,884
+220
+8% +$6.36K 0.01% 510
2022
Q4 		$70.1K Buy
2,664
+1,200
+82% +$41.1K 0.01% 569
2022
Q3 		$60K Sell
1,464
-240
-14% -$11K 0.01% 578
2022
Q2 		$72K Buy
1,704
+396
+30% +$17.9K 0.01% 547
2022
Q1 		$74K Buy
1,308
+252
+24% +$11.7K 0.01% 601
2021
Q4 		$54K Buy
1,056
+336
+47% +$20.5K ﹤0.01% 644
2021
Q3 		$44K Buy
720
+16
+2% +$1.03K ﹤0.01% 628
2021
Q2 		$44K Buy
704
+200
+40% +$10.8K ﹤0.01% 578
2021
Q1 		$23K Buy
504
+328
+186% +$17.3K ﹤0.01% 649
2020
Q4 		$9K Buy
176
+116
+193% +$4.52K ﹤0.01% 730
2020
Q3 		$2K Buy
+60
New +$1.75K ﹤0.01% 807

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearstead Advisors's CRWD Position: Q1 2026 in Review

Clearstead Advisors reduced its CrowdStrike (CRWD) stake by 9.4% in Q1 2026, selling an estimated $126K and leaving 11,484 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #487.

Clearstead Advisors first reported a position in CRWD in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Clearstead Advisors held 11,484 shares of CrowdStrike worth $1.12M as of Q1 2026.
  • Clearstead Advisors sold 1,192 CrowdStrike shares in Q1 2026, an estimated $126K.
  • CrowdStrike made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #487 holding.
  • Clearstead Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's CrowdStrike position peaked at $1.59M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.