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Legacy Financial Advisors’s CrowdStrike CRWD Stock Holding History

Legacy Financial 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 		$1.06M Buy
5,576
+1,144
+26% +$163K 0.13% 131
2026
Q1 		$433K Buy
4,432
+1,672
+61% +$177K 0.06% 255
2025
Q4 		$323K Buy
2,760
+432
+19% +$55K 0.04% 305
2025
Q3 		$285K Buy
2,328
+68
+3% +$7.73K 0.04% 334
2025
Q2 		$288K Buy
+2,260
New +$245K 0.05% 281

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 $3.38T AUM 44.17% 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

Legacy Financial Advisors's CRWD Position: Q2 2026 in Review

Legacy Financial Advisors increased its CrowdStrike (CRWD) stake by 26% in Q2 2026, buying an estimated $163K and bringing the position to 5,576 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #131.

Legacy Financial Advisors first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Legacy Financial Advisors held 5,576 shares of CrowdStrike worth $1.06M as of Q2 2026.
  • Legacy Financial Advisors bought 1,144 CrowdStrike shares in Q2 2026, an estimated $163K.
  • CrowdStrike made up 0.13% of Legacy Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • Legacy Financial Advisors first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.