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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
2021
Q4 		– Sell
-4
Closed -$2K – 720
2021
Q3 		$2K Buy
+4
New +$258 ﹤0.01% 690

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kovack Advisors's CRWD Position: Q1 2026 in Review

Kovack Advisors reduced its CrowdStrike (CRWD) stake by 23% in Q1 2026, selling an estimated $1.56M and leaving 49,288 shares worth $4.83M. The position accounts for 0.26% of the portfolio, ranked #78.

Kovack Advisors first reported a position in CRWD in Q3 2019 and has held it in 24 quarters since. The position peaked at $7.5M in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Kovack Advisors held 49,288 shares of CrowdStrike worth $4.83M as of Q1 2026.
  • Kovack Advisors sold 14,720 CrowdStrike shares in Q1 2026, an estimated $1.56M.
  • CrowdStrike made up 0.26% of Kovack Advisors's portfolio in Q1 2026, its #78 holding.
  • Kovack Advisors first reported a position in CrowdStrike in Q3 2019 and has held it in 24 quarters since.
  • Kovack Advisors's CrowdStrike position peaked at $7.5M in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.