KAS
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Kestra Advisory Services’s CrowdStrike CRWD Stock Holding History

Kestra Advisory Services’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 		$54.2M Buy
284,176
+12,868
+5% +$1.83M 0.17% 114
2026
Q1 		$26.5M Buy
271,308
+55,780
+26% +$5.91M 0.1% 204
2025
Q4 		$25.3M Buy
215,528
+21,132
+11% +$2.69M 0.1% 200
2025
Q3 		$23.8M Sell
194,396
-21,956
-10% -$2.5M 0.11% 184
2025
Q2 		$27.5M Buy
216,352
+55,920
+35% +$6.06M 0.13% 135
2025
Q1 		$14.1M Sell
160,432
-45,740
-22% -$4.36M 0.07% 258
2024
Q4 		$17.6M Buy
206,172
+67,464
+49% +$5.61M 0.1% 209
2024
Q3 		$9.73M Sell
138,708
-43,060
-24% -$3.06M 0.05% 370
2024
Q2 		$17.4M Buy
181,768
+58,884
+48% +$4.9M 0.1% 219
2024
Q1 		$9.85M Sell
122,884
-10,684
-8% -$818K 0.07% 309
2023
Q4 		$8.53M Sell
133,568
-296
-0.2% -$15.5K 0.07% 306
2023
Q3 		$5.6M Buy
133,864
+15,144
+13% +$588K 0.06% 357
2023
Q2 		$4.36M Sell
118,720
-6,488
-5% -$226K 0.04% 416
2023
Q1 		$4.3M Sell
125,208
-62,060
-33% -$1.79M 0.05% 398
2022
Q4 		$4.93M Sell
187,268
-2,324
-1% -$79.5K 0.04% 443
2022
Q3 		$7.81M Buy
189,592
+35,316
+23% +$1.62M 0.08% 259
2022
Q2 		$6.5M Sell
154,276
-5,712
-4% -$259K 0.07% 301
2022
Q1 		$9.08M Sell
159,988
-10,032
-6% -$467K 0.09% 237
2021
Q4 		$8.7M Buy
170,020
+47,424
+39% +$2.89M 0.09% 252
2021
Q3 		$7.53M Buy
122,596
+18,220
+17% +$1.18M 0.08% 291
2021
Q2 		$6.56M Buy
104,376
+3,372
+3% +$181K 0.07% 297
2021
Q1 		$4.61M Buy
101,004
+4,028
+4% +$213K 0.06% 352
2020
Q4 		$5.1M Buy
96,976
+34,356
+55% +$1.34M 0.06% 329
2020
Q3 		$2.16M Buy
+62,620
New +$1.82M 0.04% 412

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

Kestra Advisory Services's CRWD Position: Q2 2026 in Review

Kestra Advisory Services increased its CrowdStrike (CRWD) stake by 4.7% in Q2 2026, buying an estimated $1.83M and bringing the position to 284,176 shares worth $54.2M. The position accounts for 0.17% of the portfolio, ranked #114.

Kestra Advisory Services first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Kestra Advisory Services held 284,176 shares of CrowdStrike worth $54.2M as of Q2 2026.
  • Kestra Advisory Services bought 12,868 CrowdStrike shares in Q2 2026, an estimated $1.83M.
  • CrowdStrike made up 0.17% of Kestra Advisory Services's portfolio in Q2 2026, its #114 holding.
  • Kestra Advisory Services first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.