Joseph P. Lucia & Associates’s CrowdStrike CRWD Stock Holding History

Joseph P. Lucia & Associates’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	$700K	Sell	3,668 -40	-1%	-$5.68K	0.21%	89
2026 Q1	$362K	Hold	3,708	–	–	0.13%	125
2025 Q4	$435K	Buy	3,708 +804	+28%	+$102K	0.16%	110
2025 Q3	$356K	Buy	2,904 +220	+8%	+$25K	0.13%	115
2025 Q2	$342K	Buy	+2,684	New	+$291K	0.14%	114
2021 Q4	–	Sell	-460	Closed	-$28K	–	214
2021 Q3	$28K	Hold	460	–	–	0.02%	267
2021 Q2	$29K	Hold	460	–	–	0.02%	268
2021 Q1	$21K	Hold	460	–	–	0.01%	287
2020 Q4	$24K	Buy	+460	New	+$17.9K	0.02%	252
2019 Q3	–	Sell	-400	Closed	-$7K	–	456
2019 Q2	$7K	Buy	+400	New	+$6.8K	0.01%	337

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joseph P. Lucia & Associates's CRWD Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its CrowdStrike (CRWD) stake by 1.1% in Q2 2026, selling an estimated $5.68K and leaving 3,668 shares worth $700K. The position accounts for 0.21% of the portfolio, ranked #89.

Joseph P. Lucia & Associates first reported a position in CRWD in Q2 2019 and has held it in 10 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Joseph P. Lucia & Associates held 3,668 shares of CrowdStrike worth $700K as of Q2 2026.
Joseph P. Lucia & Associates sold 40 CrowdStrike shares in Q2 2026, an estimated $5.68K.
CrowdStrike made up 0.21% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #89 holding.
Joseph P. Lucia & Associates first reported a position in CrowdStrike in Q2 2019 and has held it in 10 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.