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Goldstein Advisors’s CrowdStrike CRWD Stock Holding History

Goldstein 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 		$919K Buy
4,816
+24
+0.5% +$3.41K 0.08% 87
2026
Q1 		$468K Sell
4,792
-148
-3% -$15.7K 0.05% 106
2025
Q4 		$579K Sell
4,940
-36
-0.7% -$4.58K 0.07% 94
2025
Q3 		$610K Buy
4,976
+52
+1% +$5.91K 0.07% 93
2025
Q2 		$627K Sell
4,924
-1,072
-18% -$116K 0.08% 77
2025
Q1 		$529K Buy
5,996
+8
+0.1% +$762 0.08% 93
2024
Q4 		$512K Buy
5,988
+608
+11% +$50.5K 0.07% 91
2024
Q3 		$377K Buy
5,380
+1,916
+55% +$136K 0.06% 105
2024
Q2 		$332K Sell
3,464
-12
-0.3% -$998 0.06% 104
2024
Q1 		$279K Sell
3,476
-200
-5% -$15.3K 0.05% 122
2023
Q4 		$235K Buy
+3,676
New +$192K 0.04% 164

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldstein Advisors's CRWD Position: Q2 2026 in Review

Goldstein Advisors increased its CrowdStrike (CRWD) stake by 0.5% in Q2 2026, buying an estimated $3.41K and bringing the position to 4,816 shares worth $919K. The position accounts for 0.08% of the portfolio, ranked #87.

Goldstein Advisors first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Goldstein Advisors held 4,816 shares of CrowdStrike worth $919K as of Q2 2026.
  • Goldstein Advisors bought 24 CrowdStrike shares in Q2 2026, an estimated $3.41K.
  • CrowdStrike made up 0.08% of Goldstein Advisors's portfolio in Q2 2026, its #87 holding.
  • Goldstein Advisors first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.