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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 		$1.53M Buy
+8,000
New +$1.14M 0.01% 812
2025
Q3 		– Sell
-1,200
Closed -$153K – 1522
2025
Q2 		$153K Buy
+1,200
New +$130K ﹤0.01% 1303
2024
Q4 		– Sell
-400
Closed -$28K – 1149
2024
Q3 		$28K Buy
+400
New +$28.4K ﹤0.01% 1044

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 $3.38T AUM 44.17% 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

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.