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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
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 $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 $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Advisors's CRWD Position: Q1 2026 in Review

Legacy Financial Advisors increased its CrowdStrike (CRWD) stake by 61% in Q1 2026, buying an estimated $177K and bringing the position to 4,432 shares worth $433K. The position accounts for 0.06% of the portfolio, ranked #255.

Legacy Financial Advisors first reported a position in CRWD in Q2 2025 and has held it in 4 quarters since. 2,076 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Legacy Financial Advisors held 4,432 shares of CrowdStrike worth $433K as of Q1 2026.
  • Legacy Financial Advisors bought 1,672 CrowdStrike shares in Q1 2026, an estimated $177K.
  • CrowdStrike made up 0.06% of Legacy Financial Advisors's portfolio in Q1 2026, its #255 holding.
  • Legacy Financial Advisors first reported a position in CrowdStrike in Q2 2025 and has held it in 4 quarters since.
  • 2,076 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.