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E&G Advisors’s CrowdStrike CRWD Stock Holding History

E&G 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
Q3 		$957K Hold
3,616
– – 0.18% 95
2026
Q2 		$690K Sell
3,616
-432
-11% -$61.4K 0.13% 117
2026
Q1 		$395K Buy
4,048
+128
+3% +$13.6K 0.09% 155
2025
Q4 		$459K Sell
3,920
-80
-2% -$10.2K 0.1% 134
2025
Q3 		$490K Buy
4,000
+400
+11% +$45.5K 0.11% 133
2025
Q2 		$458K Sell
3,600
-260
-7% -$28.2K 0.12% 129
2025
Q1 		$340K Sell
3,860
-400
-9% -$38.1K 0.1% 151
2024
Q4 		$364K Hold
4,260
– – 0.1% 144
2024
Q3 		$299K Buy
4,260
+100
+2% +$7.1K 0.08% 166
2024
Q2 		$399K Buy
4,160
+920
+28% +$76.5K 0.12% 137
2024
Q1 		$260K Buy
+3,240
New +$248K 0.08% 168

Other funds holding CRWD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

E&G Advisors's CRWD Position: Q3 2026 in Review

E&G Advisors held its CrowdStrike (CRWD) position steady in Q3 2026 at 3,616 shares worth $957K. The position accounts for 0.18% of the portfolio, ranked #95.

E&G Advisors first reported a position in CRWD in Q1 2024 and has held it in 11 quarters since. 2,125 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • E&G Advisors held 3,616 shares of CrowdStrike worth $957K as of Q3 2026.
  • E&G Advisors left its CrowdStrike share count unchanged in Q3 2026.
  • CrowdStrike made up 0.18% of E&G Advisors's portfolio in Q3 2026, its #95 holding.
  • E&G Advisors first reported a position in CrowdStrike in Q1 2024 and has held it in 11 quarters since.
  • 2,125 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.