FFWA
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FRG Family Wealth Advisors’s CrowdStrike CRWD Stock Holding History

FRG Family 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 		$1.51M Buy
15,448
+64
+0.4% +$6.78K 0.25% 69
2025
Q4 		$1.8M Buy
15,384
+8,780
+133% +$1.12M 0.28% 60
2025
Q3 		$810K Buy
+6,604
New +$751K 0.13% 97
2024
Q2 		– Sell
-24
Closed -$1.75K – 188
2024
Q1 		$1.75K Buy
+24
New +$1.84K ﹤0.01% 329

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

FRG Family Wealth Advisors's CRWD Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its CrowdStrike (CRWD) stake by 0.42% in Q1 2026, buying an estimated $6.78K and bringing the position to 15,448 shares worth $1.51M. The position accounts for 0.25% of the portfolio, ranked #69.

FRG Family Wealth Advisors first reported a position in CRWD in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.8M in Q4 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • FRG Family Wealth Advisors held 15,448 shares of CrowdStrike worth $1.51M as of Q1 2026.
  • FRG Family Wealth Advisors bought 64 CrowdStrike shares in Q1 2026, an estimated $6.78K.
  • CrowdStrike made up 0.25% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • FRG Family Wealth Advisors first reported a position in CrowdStrike in Q1 2024 and has held it in 4 quarters since.
  • FRG Family Wealth Advisors's CrowdStrike position peaked at $1.8M in Q4 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.