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Crewe Advisors’s CrowdStrike CRWD Stock Holding History

Crewe 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 		$507K Sell
2,660
-160
-6% -$22.7K 0.04% 141
2026
Q1 		$275K Buy
2,820
+84
+3% +$8.9K 0.02% 183
2025
Q4 		$321K Buy
2,736
+28
+1% +$3.56K 0.03% 163
2025
Q3 		$332K Buy
2,708
+2,692
+16,825% +$306K 0.03% 156
2025
Q2 		$2.04K Buy
16
+8
+100% +$867 ﹤0.01% 584
2025
Q1 		$706 Sell
8
-608
-99% -$57.9K ﹤0.01% 604
2024
Q4 		$52.7K Sell
616
-1,192
-66% -$99.1K 0.01% 276
2024
Q3 		$127K Buy
1,808
+788
+77% +$56K 0.01% 197
2024
Q2 		$97.7K Sell
1,020
-28
-3% -$2.33K 0.01% 272
2024
Q1 		$84K Buy
+1,048
New +$80.2K 0.01% 301
2023
Q4 		– Sell
-1,408
Closed -$58.9K – 474
2023
Q3 		$58.9K Buy
1,408
+4
+0.3% +$155 0.01% 128
2023
Q2 		$51.6K Sell
1,404
-120
-8% -$4.18K 0.01% 264
2023
Q1 		$52.3K Sell
1,524
-128
-8% -$3.7K 0.01% 306
2022
Q4 		$43.5K Sell
1,652
-120
-7% -$4.11K 0.01% 321
2022
Q3 		$73K Buy
1,772
+60
+4% +$2.74K 0.01% 263
2022
Q2 		$72K Buy
1,712
+712
+71% +$32.2K 0.02% 251
2022
Q1 		$57K Buy
1,000
+600
+150% +$28K 0.01% 219
2021
Q4 		$20K Buy
+400
New +$24.4K ﹤0.01% 261

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

Crewe Advisors's CRWD Position: Q2 2026 in Review

Crewe Advisors reduced its CrowdStrike (CRWD) stake by 5.7% in Q2 2026, selling an estimated $22.7K and leaving 2,660 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #141.

Crewe Advisors first reported a position in CRWD in Q4 2021 and has held it in 18 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Crewe Advisors held 2,660 shares of CrowdStrike worth $507K as of Q2 2026.
  • Crewe Advisors sold 160 CrowdStrike shares in Q2 2026, an estimated $22.7K.
  • CrowdStrike made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #141 holding.
  • Crewe Advisors first reported a position in CrowdStrike in Q4 2021 and has held it in 18 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.