KFI
CRWD icon

Key Financial Inc’s CrowdStrike CRWD Stock Holding History

Key Financial Inc’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 		$582K Hold
3,048
– – 0.1% 173
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

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

Key Financial Inc's CRWD Position: Q2 2026 in Review

Key Financial Inc held its CrowdStrike (CRWD) position steady in Q2 2026 at 3,048 shares worth $582K. The position accounts for 0.1% of the portfolio, ranked #173.

Key Financial Inc first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Key Financial Inc held 3,048 shares of CrowdStrike worth $582K as of Q2 2026.
  • Key Financial Inc left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #173 holding.
  • Key Financial Inc first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.