Cornerstone Advisory’s CrowdStrike CRWD Stock Holding History

Cornerstone Advisory’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	$2.88M	Sell	15,092 -5,628	-27%	-$800K	0.24%	68
2026 Q1	$2.02M	Buy	20,720 +12,996	+168%	+$1.38M	0.19%	80
2025 Q4	$905K	Buy	7,724 +40	+0.5%	+$5.09K	0.09%	102
2025 Q3	$942K	Buy	7,684 +868	+13%	+$98.7K	0.09%	97
2025 Q2	$868K	Buy	6,816 +12	+0.2%	+$1.3K	0.09%	101
2025 Q1	$754K	Buy	6,804 +268	+4%	+$25.5K	0.09%	108
2024 Q4	$738K	Buy	6,536 +688	+12%	+$57.2K	0.08%	109
2024 Q3	$410K	Buy	+5,848	New	+$415K	0.05%	145
2022 Q1	–	Sell	-880	Closed	-$45K	–	327
2021 Q4	$45K	Buy	+880	New	+$53.6K	0.01%	429

Other funds holding CRWD

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Advisory's CRWD Position: Q2 2026 in Review

Cornerstone Advisory reduced its CrowdStrike (CRWD) stake by 27% in Q2 2026, selling an estimated $800K and leaving 15,092 shares worth $2.88M. The position accounts for 0.24% of the portfolio, ranked #68.

Cornerstone Advisory first reported a position in CRWD in Q4 2021 and has held it in 9 quarters since. 992 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Cornerstone Advisory held 15,092 shares of CrowdStrike worth $2.88M as of Q2 2026.
Cornerstone Advisory sold 5,628 CrowdStrike shares in Q2 2026, an estimated $800K.
CrowdStrike made up 0.24% of Cornerstone Advisory's portfolio in Q2 2026, its #68 holding.
Cornerstone Advisory first reported a position in CrowdStrike in Q4 2021 and has held it in 9 quarters since.
992 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.