KWA
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Kingswood Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Kingswood Wealth 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 		$4.21M Buy
22,068
+1,948
+10% +$277K 0.17% 140
2026
Q1 		$1.96M Buy
20,120
+1,556
+8% +$165K 0.09% 244
2025
Q4 		$2.18M Buy
18,564
+3,348
+22% +$426K 0.11% 195
2025
Q3 		$1.87M Buy
15,216
+792
+5% +$90K 0.11% 185
2025
Q2 		$1.84M Buy
14,424
+2,352
+19% +$255K 0.15% 154
2025
Q1 		$1.06M Sell
12,072
-780
-6% -$74.3K 0.1% 230
2024
Q4 		$1.1M Sell
12,852
-1,212
-9% -$101K 0.08% 251
2024
Q3 		$987K Sell
14,064
-1,384
-9% -$98.3K 0.07% 296
2024
Q2 		$1.48M Buy
15,448
+7,328
+90% +$609K 0.13% 160
2024
Q1 		$651K Sell
8,120
-572
-7% -$43.8K 0.08% 283
2023
Q4 		$555K Buy
+8,692
New +$455K 0.06% 318

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

Kingswood Wealth Advisors's CRWD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its CrowdStrike (CRWD) stake by 9.7% in Q2 2026, buying an estimated $277K and bringing the position to 22,068 shares worth $4.21M. The position accounts for 0.17% of the portfolio, ranked #140.

Kingswood Wealth Advisors first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Kingswood Wealth Advisors held 22,068 shares of CrowdStrike worth $4.21M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,948 CrowdStrike shares in Q2 2026, an estimated $277K.
  • CrowdStrike made up 0.17% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Kingswood Wealth Advisors first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.