Fermata Advisors’s CrowdStrike CRWD Stock Holding History

Fermata 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	$548K	Buy	2,872 +164	+6%	+$23.3K	0.11%	149
2026 Q1	$264K	Buy	+2,708	New	+$287K	0.06%	199

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

Fermata Advisors's CRWD Position: Q2 2026 in Review

Fermata Advisors increased its CrowdStrike (CRWD) stake by 6.1% in Q2 2026, buying an estimated $23.3K and bringing the position to 2,872 shares worth $548K. The position accounts for 0.11% of the portfolio, ranked #149.

Fermata Advisors first reported a position in CRWD in Q1 2026 and has held it in 2 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Fermata Advisors held 2,872 shares of CrowdStrike worth $548K as of Q2 2026.
Fermata Advisors bought 164 CrowdStrike shares in Q2 2026, an estimated $23.3K.
CrowdStrike made up 0.11% of Fermata Advisors's portfolio in Q2 2026, its #149 holding.
Fermata Advisors first reported a position in CrowdStrike in Q1 2026 and has held it in 2 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.