GVAG
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Great Valley Advisor Group’s CrowdStrike CRWD Stock Holding History

Great Valley Advisor Group’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 		$10.5M Sell
54,864
-15,108
-22% -$2.15M 0.17% 134
2026
Q1 		$6.83M Buy
69,972
+16,872
+32% +$1.79M 0.12% 160
2025
Q4 		$6.22M Buy
53,100
+3,148
+6% +$401K 0.12% 161
2025
Q3 		$6.12M Buy
49,952
+4,392
+10% +$499K 0.12% 159
2025
Q2 		$5.8M Buy
45,560
+212
+0.5% +$23K 0.13% 157
2025
Q1 		$4M Buy
45,348
+12,024
+36% +$1.15M 0.09% 203
2024
Q4 		$2.85M Buy
33,324
+4,960
+17% +$412K 0.06% 263
2024
Q3 		$1.99M Buy
28,364
+18,380
+184% +$1.31M 0.05% 313
2024
Q2 		$956K Buy
9,984
+664
+7% +$55.2K 0.03% 394
2024
Q1 		$747K Buy
9,320
+5,036
+118% +$385K 0.02% 420
2023
Q4 		$273K Buy
+4,284
New +$224K 0.01% 604
2022
Q4 		– Sell
-14,636
Closed -$603K – 709
2022
Q3 		$603K Sell
14,636
-1,652
-10% -$75.5K 0.03% 385
2022
Q2 		$687K Sell
16,288
-49,828
-75% -$2.26M 0.04% 367
2022
Q1 		$3.75M Buy
66,116
+62,024
+1,516% +$2.89M 0.22% 116
2021
Q4 		$214K Buy
4,092
+352
+9% +$21.4K 0.01% 564
2021
Q3 		$230K Buy
+3,740
New +$241K 0.02% 523

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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's CRWD Position: Q2 2026 in Review

Great Valley Advisor Group reduced its CrowdStrike (CRWD) stake by 22% in Q2 2026, selling an estimated $2.15M and leaving 54,864 shares worth $10.5M. The position accounts for 0.17% of the portfolio, ranked #134.

Great Valley Advisor Group first reported a position in CRWD in Q3 2021 and has held it in 16 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Great Valley Advisor Group held 54,864 shares of CrowdStrike worth $10.5M as of Q2 2026.
  • Great Valley Advisor Group sold 15,108 CrowdStrike shares in Q2 2026, an estimated $2.15M.
  • CrowdStrike made up 0.17% of Great Valley Advisor Group's portfolio in Q2 2026, its #134 holding.
  • Great Valley Advisor Group first reported a position in CrowdStrike in Q3 2021 and has held it in 16 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.