Concurrent Investment Advisors’s CrowdStrike CRWD Stock Holding History

Concurrent 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	$27.9M	Buy	146,136 +7,520	+5%	+$1.07M	0.24%	78
2026 Q1	$13.5M	Buy	138,616 +9,376	+7%	+$994K	0.15%	151
2025 Q4	$15.1M	Buy	129,240 +68,460	+113%	+$8.72M	0.17%	127
2025 Q3	$7.45M	Sell	60,780 -2,772	-4%	-$315K	0.13%	173
2025 Q2	$8.09M	Buy	63,552 +34,924	+122%	+$3.79M	0.16%	140
2025 Q1	$2.52M	Buy	28,628 +1,684	+6%	+$160K	0.06%	325
2024 Q4	$2.3M	Buy	26,944 +3,664	+16%	+$305K	0.06%	292
2024 Q3	$1.63M	Buy	23,280 +4,084	+21%	+$290K	0.05%	362
2024 Q2	$1.84M	Buy	19,196 +3,108	+19%	+$258K	0.06%	294
2024 Q1	$1.29M	Buy	16,088 +2,304	+17%	+$176K	0.05%	328
2023 Q4	$880K	Buy	+13,784	New	+$722K	0.04%	355

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Concurrent Investment Advisors increased its CrowdStrike (CRWD) stake by 5.4% in Q2 2026, buying an estimated $1.07M and bringing the position to 146,136 shares worth $27.9M. The position accounts for 0.24% of the portfolio, ranked #78.

Concurrent Investment Advisors first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Concurrent Investment Advisors held 146,136 shares of CrowdStrike worth $27.9M as of Q2 2026.
Concurrent Investment Advisors bought 7,520 CrowdStrike shares in Q2 2026, an estimated $1.07M.
CrowdStrike made up 0.24% of Concurrent Investment Advisors's portfolio in Q2 2026, its #78 holding.
Concurrent Investment Advisors first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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