Key Client Fiduciary Advisors’s CrowdStrike CRWD Stock Holding History

Key Client Fiduciary 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	$1.15M	Buy	6,052 +140	+2%	+$19.9K	0.33%	61
2026 Q1	$577K	Sell	5,912 -160	-3%	-$17K	0.2%	110
2025 Q4	$712K	Buy	6,072 +528	+10%	+$67.2K	0.24%	86
2025 Q3	$680K	Buy	5,544 +152	+3%	+$17.3K	0.23%	92
2025 Q2	$687K	Sell	5,392 -232	-4%	-$25.1K	0.28%	82
2025 Q1	$496K	Buy	5,624 +260	+5%	+$24.8K	0.23%	104
2024 Q4	$459K	Sell	5,364 -144	-3%	-$12K	0.2%	110
2024 Q3	$386K	Buy	5,508 +2,568	+87%	+$182K	0.17%	123
2024 Q2	$282K	Buy	2,940 +308	+12%	+$25.6K	0.14%	145
2024 Q1	$211K	Buy	+2,632	New	+$201K	0.11%	170

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

Key Client Fiduciary Advisors's CRWD Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its CrowdStrike (CRWD) stake by 2.4% in Q2 2026, buying an estimated $19.9K and bringing the position to 6,052 shares worth $1.15M. The position accounts for 0.33% of the portfolio, ranked #61.

Key Client Fiduciary Advisors first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Key Client Fiduciary Advisors held 6,052 shares of CrowdStrike worth $1.15M as of Q2 2026.
Key Client Fiduciary Advisors bought 140 CrowdStrike shares in Q2 2026, an estimated $19.9K.
CrowdStrike made up 0.33% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #61 holding.
Key Client Fiduciary Advisors first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.