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Legacy Financial Independent Advisors’s CrowdStrike CRWD Stock Holding History

Legacy Financial Independent 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 		$2.99M Sell
15,660
-512
-3% -$72.7K 1.41% 28
2026
Q1 		$1.58M Buy
+16,172
New +$1.71M 0.82% 36

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 $3.37T AUM 44.26% 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 Independent Advisors's CRWD Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its CrowdStrike (CRWD) stake by 3.2% in Q2 2026, selling an estimated $72.7K and leaving 15,660 shares worth $2.99M. The position accounts for 1.41% of the portfolio, ranked #28.

Legacy Financial Independent Advisors first reported a position in CRWD in Q1 2026 and has held it in 2 quarters since. 2,439 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Legacy Financial Independent Advisors held 15,660 shares of CrowdStrike worth $2.99M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 512 CrowdStrike shares in Q2 2026, an estimated $72.7K.
  • CrowdStrike made up 1.41% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #28 holding.
  • Legacy Financial Independent Advisors first reported a position in CrowdStrike in Q1 2026 and has held it in 2 quarters since.
  • 2,439 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.