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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
Q2 		$9.38M Buy
49,176
+37,692
+328% +$5.35M 0.09% 171
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 Buy
3,656
+600
+20% +$31.4K 0.01% 437
2023
Q3 		$128K Hold
3,056
– – 0.01% 503
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 $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

Clearstead Advisors's CRWD Position: Q2 2026 in Review

Clearstead Advisors increased its CrowdStrike (CRWD) stake by 328% in Q2 2026, buying an estimated $5.35M and bringing the position to 49,176 shares worth $9.38M. The position accounts for 0.09% of the portfolio, ranked #171.

Clearstead Advisors first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Clearstead Advisors held 49,176 shares of CrowdStrike worth $9.38M as of Q2 2026.
  • Clearstead Advisors bought 37,692 CrowdStrike shares in Q2 2026, an estimated $5.35M.
  • CrowdStrike made up 0.09% of Clearstead Advisors's portfolio in Q2 2026, its #171 holding.
  • Clearstead Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.