JWA
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JFS Wealth Advisors’s CrowdStrike CRWD Stock Holding History

JFS 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
Q2 		$329K Hold
1,724
– – 0.02% 279
2026
Q1 		$168K Sell
1,724
-88
-5% -$9.32K 0.01% 348
2025
Q4 		$212K Buy
1,812
+132
+8% +$16.8K 0.01% 312
2025
Q3 		$206K Hold
1,680
– – 0.01% 322
2025
Q2 		$214K Hold
1,680
– – 0.01% 293
2025
Q1 		$148K Sell
1,680
-284
-14% -$27.1K 0.01% 330
2024
Q4 		$168K Buy
1,964
+52
+3% +$4.32K 0.01% 307
2024
Q3 		$134K Buy
1,912
+160
+9% +$11.4K 0.01% 330
2024
Q2 		$168K Sell
1,752
-108
-6% -$8.98K 0.01% 255
2024
Q1 		$149K Buy
1,860
+168
+10% +$12.9K 0.01% 269
2023
Q4 		$108K Buy
1,692
+12
+0.7% +$628 0.01% 293
2023
Q3 		$70.3K Buy
1,680
+20
+1% +$777 0.01% 330
2023
Q2 		$61K Sell
1,660
-4
-0.2% -$139 0.01% 347
2023
Q1 		$57.1K Buy
1,664
+1,204
+262% +$34.8K 0.01% 351
2022
Q4 		$12.1K Sell
460
-608
-57% -$20.8K ﹤0.01% 644
2022
Q3 		$44K Hold
1,068
– – ﹤0.01% 400
2022
Q2 		$45K Buy
1,068
+8
+0.8% +$362 ﹤0.01% 410
2022
Q1 		$60K Buy
1,060
+100
+10% +$4.66K 0.01% 386
2021
Q4 		$49K Buy
960
+8
+0.8% +$487 ﹤0.01% 424
2021
Q3 		$58K Buy
952
+504
+113% +$32.5K 0.01% 394
2021
Q2 		$28K Sell
448
-8
-2% -$430 ﹤0.01% 334
2021
Q1 		$21K Buy
456
+8
+2% +$423 ﹤0.01% 330
2020
Q4 		$24K Sell
448
-300
-40% -$11.7K 0.01% 312
2020
Q3 		$26K Buy
748
+48
+7% +$1.4K 0.01% 293
2020
Q2 		$18K Buy
+700
New +$14K ﹤0.01% 313

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

JFS Wealth Advisors's CRWD Position: Q2 2026 in Review

JFS Wealth Advisors held its CrowdStrike (CRWD) position steady in Q2 2026 at 1,724 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #279.

JFS Wealth Advisors first reported a position in CRWD in Q2 2020 and has held it in 25 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • JFS Wealth Advisors held 1,724 shares of CrowdStrike worth $329K as of Q2 2026.
  • JFS Wealth Advisors left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #279 holding.
  • JFS Wealth Advisors first reported a position in CrowdStrike in Q2 2020 and has held it in 25 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.