Kestra Investment Management
CRWD icon

Kestra Investment Management’s CrowdStrike CRWD Stock Holding History

Kestra Investment Management’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 		$1.55M Sell
8,104
-6,572
-45% -$934K 0.03% 168
2026
Q1 		$1.43M Buy
14,676
+5,632
+62% +$597K 0.02% 171
2025
Q4 		$1.06M Sell
9,044
-200
-2% -$25.5K 0.03% 196
2025
Q3 		$1.13M Sell
9,244
-256
-3% -$29.1K 0.03% 188
2025
Q2 		$1.21M Sell
9,500
-820
-8% -$88.9K 0.04% 164
2025
Q1 		$910K Buy
10,320
+6,904
+202% +$658K 0.03% 184
2024
Q4 		$292K Sell
3,416
-5,020
-60% -$417K 0.01% 304
2024
Q3 		$592K Buy
+8,436
New +$599K 0.03% 187

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

Kestra Investment Management's CRWD Position: Q2 2026 in Review

Kestra Investment Management reduced its CrowdStrike (CRWD) stake by 45% in Q2 2026, selling an estimated $934K and leaving 8,104 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #168.

Kestra Investment Management first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,462 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Kestra Investment Management held 8,104 shares of CrowdStrike worth $1.55M as of Q2 2026.
  • Kestra Investment Management sold 6,572 CrowdStrike shares in Q2 2026, an estimated $934K.
  • CrowdStrike made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #168 holding.
  • Kestra Investment Management first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 2,462 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.