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Flagship Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Flagship Wealth 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
Q1 		$277K Sell
2,176
-3,132
-59% -$332K 0.12% 86
2025
Q4 		$622K Buy
5,308
+80
+2% +$10.2K 0.18% 67
2025
Q3 		$641K Buy
5,228
+252
+5% +$28.7K 0.21% 66
2025
Q2 		$634K Hold
4,976
– – 0.24% 60
2025
Q1 		$439K Buy
4,976
+896
+22% +$85.4K 0.18% 68
2024
Q4 		$349K Buy
+4,080
New +$339K 0.21% 64

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Flagship Wealth Advisors's CRWD Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its CrowdStrike (CRWD) stake by 59% in Q1 2026, selling an estimated $332K and leaving 2,176 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #86.

Flagship Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $641K in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Flagship Wealth Advisors held 2,176 shares of CrowdStrike worth $277K as of Q1 2026.
  • Flagship Wealth Advisors sold 3,132 CrowdStrike shares in Q1 2026, an estimated $332K.
  • CrowdStrike made up 0.12% of Flagship Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Flagship Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's CrowdStrike position peaked at $641K in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.