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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
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
Q2 		– Sell
-5,880
Closed -$518K – 109
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Legacy Advisors's CRWD Position: Q2 2026 in Review

Legacy Advisors increased its CrowdStrike (CRWD) stake by 27% in Q2 2026, buying an estimated $93.2K and bringing the position to 3,104 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #168.

Legacy Advisors first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Legacy Advisors held 3,104 shares of CrowdStrike worth $592K as of Q2 2026.
  • Legacy Advisors bought 656 CrowdStrike shares in Q2 2026, an estimated $93.2K.
  • CrowdStrike made up 0.06% of Legacy Advisors's portfolio in Q2 2026, its #168 holding.
  • Legacy Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • 750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.