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Cohen Investment Advisors’s CrowdStrike CRWD Stock Holding History

Cohen Investment 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 		$798K Hold
4,184
– – 0.36% 48
2026
Q1 		$408K Sell
4,184
-132
-3% -$14K 0.19% 68
2025
Q4 		$506K Hold
4,316
– – 0.23% 60
2025
Q3 		$529K Sell
4,316
-304
-7% -$34.6K 0.26% 54
2025
Q2 		$588K Buy
+4,620
New +$501K 0.31% 49

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

Cohen Investment Advisors's CRWD Position: Q2 2026 in Review

Cohen Investment Advisors held its CrowdStrike (CRWD) position steady in Q2 2026 at 4,184 shares worth $798K. The position accounts for 0.36% of the portfolio, ranked #48.

Cohen Investment Advisors first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Cohen Investment Advisors held 4,184 shares of CrowdStrike worth $798K as of Q2 2026.
  • Cohen Investment Advisors left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up 0.36% of Cohen Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Cohen Investment Advisors first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.