Legacy Advisors
CRWD icon

Legacy Advisors’s CrowdStrike CRWD Stock Holding History

Legacy 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
Q3 		$820K Sell
3,099
-5
-0.2% -$1.06K 0.08% 134
2026
Q2 		$592K Buy
3,104
+656
+27% +$93.2K 0.06% 168
2026
Q1 		$239K Sell
2,448
-684
-22% -$72.5K 0.03% 246
2025
Q4 		$367K Buy
3,132
+280
+10% +$35.6K 0.04% 199
2025
Q3 		$350K Buy
+2,852
New +$324K 0.04% 183
2025
Q1 		$518K Buy
5,880
+2,148
+58% +$205K 0.05% 256
2024
Q4 		$319K Buy
+3,732
New +$310K 0.03% 303

Other funds holding CRWD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Legacy Advisors's CRWD Position: Q3 2026 in Review

Legacy Advisors reduced its CrowdStrike (CRWD) stake by 0.16% in Q3 2026, selling an estimated $1.06K and leaving 3,099 shares worth $820K. The position accounts for 0.08% of the portfolio, ranked #134.

Legacy Advisors first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Legacy Advisors held 3,099 shares of CrowdStrike worth $820K as of Q3 2026.
  • Legacy Advisors sold 5 CrowdStrike shares in Q3 2026, an estimated $1.06K.
  • CrowdStrike made up 0.08% of Legacy Advisors's portfolio in Q3 2026, its #134 holding.
  • Legacy Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.