Key Financial Inc’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$297K Buy
3,048
+120
+4% +$12.7K 0.05% 241
2025
Q4
$343K Buy
2,928
+416
+17% +$53K 0.06% 219
2025
Q3
$314K Sell
2,512
-292
-10% -$33.2K 0.06% 229
2025
Q2
$357K Buy
2,804
+292
+12% +$31.7K 0.07% 206
2025
Q1
$221K Buy
2,512
+508
+25% +$48.4K 0.05% 251
2024
Q4
$171K Hold
2,004
0.04% 270
2024
Q3
$141K Buy
2,004
+4
+0.2% +$284 0.03% 293
2024
Q2
$192K Sell
2,000
-200
-9% -$16.6K 0.05% 252
2024
Q1
$176K Buy
2,200
+200
+10% +$15.3K 0.05% 241
2023
Q4
$128K Buy
+2,000
New +$105K 0.03% 263

Other funds holding CRWD

Key Financial Inc's CRWD Position: Q1 2026 in Review

Key Financial Inc increased its CrowdStrike (CRWD) stake by 4.1% in Q1 2026, buying an estimated $12.7K and bringing the position to 3,048 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #241.

Key Financial Inc first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $357K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Key Financial Inc held 3,048 shares of CrowdStrike worth $297K as of Q1 2026.
  • Key Financial Inc bought 120 CrowdStrike shares in Q1 2026, an estimated $12.7K.
  • CrowdStrike made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #241 holding.
  • Key Financial Inc first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
  • Key Financial Inc's CrowdStrike position peaked at $357K in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.