Diversify Advisory Services’s CrowdStrike CRWD Stock Holding History

Diversify Advisory Services’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	$14.8M	Buy	+329,260	New	+$46.8M	0.25%	82
2026 Q1	–	Sell	-52,476	Closed	-$5.95M	–	342
2025 Q4	$5.95M	Buy	52,476 +1,096	+2%	+$140K	0.19%	89
2025 Q3	$7.09M	Buy	51,380 +436	+0.9%	+$49.6K	0.24%	65
2025 Q2	$5.55M	Buy	50,944 +15,884	+45%	+$1.72M	0.21%	79
2025 Q1	$3.78M	Buy	35,060 +23,340	+199%	+$2.22M	0.24%	72
2024 Q4	$1.02M	Sell	11,720 -6,144	-34%	-$511K	0.06%	226
2024 Q3	$1.38M	Sell	17,864 -16,340	-48%	-$1.16M	0.07%	208
2024 Q2	$3.3M	Buy	34,204 +1,128	+3%	+$93.8K	0.18%	100
2024 Q1	$2.64M	Buy	+33,076	New	+$2.53M	0.16%	135

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 $3.37T AUM 44.26% 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

Diversify Advisory Services's CRWD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in CrowdStrike (CRWD) in Q2 2026: 329,260 shares worth $14.8M. The stake represents 0.25% of the portfolio and ranks #82 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CRWD as recently as Q4 2025.

Diversify Advisory Services first reported a position in CRWD in Q1 2024 and has held it in 9 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Diversify Advisory Services held 329,260 shares of CrowdStrike worth $14.8M as of Q2 2026.
CrowdStrike was a new Diversify Advisory Services position in Q2 2026.
CrowdStrike made up 0.25% of Diversify Advisory Services's portfolio in Q2 2026, its #82 holding.
Diversify Advisory Services first reported a position in CrowdStrike in Q1 2024 and has held it in 9 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.