KA
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Kovack Advisors’s CrowdStrike CRWD Stock Holding History

Kovack 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 		$6.85M Sell
35,684
-13,604
-28% -$1.93M 0.33% 58
2026
Q1 		$4.83M Sell
49,288
-14,720
-23% -$1.56M 0.26% 78
2025
Q4 		$7.5M Buy
64,008
+40,780
+176% +$5.19M 0.35% 61
2025
Q3 		$2.85M Sell
23,228
-1,924
-8% -$219K 0.27% 70
2025
Q2 		$3.2M Buy
25,152
+8,900
+55% +$965K 0.31% 67
2025
Q1 		$1.43M Buy
16,252
+1,500
+10% +$143K 0.15% 127
2024
Q4 		$1.26M Buy
14,752
+2,000
+16% +$166K 0.12% 140
2024
Q3 		$894K Buy
12,752
+416
+3% +$29.5K 0.09% 177
2024
Q2 		$1.18M Sell
12,336
-17,244
-58% -$1.43M 0.13% 155
2024
Q1 		$2.37M Sell
29,580
-3,696
-11% -$283K 0.29% 74
2023
Q4 		$2.12M Sell
33,276
-1,556
-4% -$81.5K 0.25% 84
2023
Q3 		$1.46M Sell
34,832
-544
-2% -$21.1K 0.2% 107
2023
Q2 		$1.3M Buy
35,376
+4,292
+14% +$150K 0.17% 126
2023
Q1 		$1.07M Buy
31,084
+2,740
+10% +$79.2K 0.15% 143
2022
Q4 		$746K Sell
28,344
-11,808
-29% -$404K 0.11% 200
2022
Q3 		$1.65M Sell
40,152
-4,676
-10% -$214K 0.24% 84
2022
Q2 		$1.89M Sell
44,828
-1,372
-3% -$62.1K 0.25% 89
2022
Q1 		$2.62M Buy
46,200
+8
+0% +$373 0.27% 79
2021
Q4 		$2.36M Sell
46,192
-932
-2% -$56.8K 0.23% 103
2021
Q3 		$2.9M Buy
47,124
+3,652
+8% +$236K 0.31% 81
2021
Q2 		$2.73M Buy
43,472
+136
+0.3% +$7.32K 0.31% 84
2021
Q1 		$1.98M Sell
43,336
-2,420
-5% -$128K 0.26% 103
2020
Q4 		$2.42M Buy
45,756
+7,636
+20% +$298K 0.35% 71
2020
Q3 		$1.31M Buy
+38,120
New +$1.11M 0.23% 109
2019
Q4 		– Sell
-57,756
Closed -$842K – 495
2019
Q3 		$842K Buy
+57,756
New +$1.15M 0.17% 150

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

Kovack Advisors's CRWD Position: Q2 2026 in Review

Kovack Advisors reduced its CrowdStrike (CRWD) stake by 28% in Q2 2026, selling an estimated $1.93M and leaving 35,684 shares worth $6.85M. The position accounts for 0.33% of the portfolio, ranked #58.

Kovack Advisors first reported a position in CRWD in Q3 2019 and has held it in 25 quarters since. The position peaked at $7.5M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Kovack Advisors held 35,684 shares of CrowdStrike worth $6.85M as of Q2 2026.
  • Kovack Advisors sold 13,604 CrowdStrike shares in Q2 2026, an estimated $1.93M.
  • CrowdStrike made up 0.33% of Kovack Advisors's portfolio in Q2 2026, its #58 holding.
  • Kovack Advisors first reported a position in CrowdStrike in Q3 2019 and has held it in 25 quarters since.
  • Kovack Advisors's CrowdStrike position peaked at $7.5M in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.