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Kestra Private Wealth Services’s CrowdStrike CRWD Stock Holding History

Kestra Private Wealth 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
Q1 		$20M Sell
204,492
-16,568
-7% -$1.76M 0.25% 90
2025
Q4 		$25.9M Sell
221,060
-6,168
-3% -$785K 0.32% 58
2025
Q3 		$27.9M Sell
227,228
-800
-0.4% -$91K 0.36% 48
2025
Q2 		$29M Buy
228,028
+12,764
+6% +$1.38M 0.42% 42
2025
Q1 		$19M Buy
215,264
+3,592
+2% +$342K 0.32% 68
2024
Q4 		$18.1M Buy
211,672
+28,756
+16% +$2.39M 0.31% 62
2024
Q3 		$12.8M Buy
182,916
+70,392
+63% +$5M 0.24% 92
2024
Q2 		$10.8M Buy
112,524
+13,008
+13% +$1.08M 0.22% 105
2024
Q1 		$7.98M Buy
99,516
+1,544
+2% +$118K 0.18% 136
2023
Q4 		$6.25M Buy
97,972
+4,128
+4% +$216K 0.16% 161
2023
Q3 		$3.93M Buy
93,844
+15,800
+20% +$614K 0.12% 184
2023
Q2 		$2.87M Buy
78,044
+10,168
+15% +$354K 0.1% 227
2023
Q1 		$2.33M Buy
67,876
+17,364
+34% +$502K 0.09% 237
2022
Q4 		$1.33M Sell
50,512
-2,436
-5% -$83.4K 0.07% 310
2022
Q3 		$2.18M Buy
52,948
+4,604
+10% +$211K 0.13% 185
2022
Q2 		$2.04M Buy
48,344
+25,640
+113% +$1.16M 0.12% 211
2022
Q1 		$1.29M Buy
22,704
+988
+5% +$46K 0.06% 317
2021
Q4 		$1.11M Buy
21,716
+2,968
+16% +$181K 0.05% 359
2021
Q3 		$1.15M Buy
18,748
+3,644
+24% +$235K 0.06% 317
2021
Q2 		$949K Buy
15,104
+1,692
+13% +$91K 0.06% 339
2021
Q1 		$612K Sell
13,412
-31,028
-70% -$1.64M 0.04% 409
2020
Q4 		$2.34M Buy
44,440
+33,800
+318% +$1.32M 0.17% 145
2020
Q3 		$365K Buy
+10,640
New +$310K 0.03% 449

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Private Wealth Services's CRWD Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its CrowdStrike (CRWD) stake by 7.5% in Q1 2026, selling an estimated $1.76M and leaving 204,492 shares worth $20M. The position accounts for 0.25% of the portfolio, ranked #90.

Kestra Private Wealth Services first reported a position in CRWD in Q3 2020 and has held it in 23 quarters since. The position peaked at $29M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Kestra Private Wealth Services held 204,492 shares of CrowdStrike worth $20M as of Q1 2026.
  • Kestra Private Wealth Services sold 16,568 CrowdStrike shares in Q1 2026, an estimated $1.76M.
  • CrowdStrike made up 0.25% of Kestra Private Wealth Services's portfolio in Q1 2026, its #90 holding.
  • Kestra Private Wealth Services first reported a position in CrowdStrike in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's CrowdStrike position peaked at $29M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.