Level Four Advisory Services’s CrowdStrike CRWD Stock Holding History

Level Four Advisory Services’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	$1.78M	Buy	9,320 +1,208	+15%	+$172K	0.05%	334
2026 Q1	$792K	Buy	8,112 +428	+6%	+$45.4K	0.03%	469
2025 Q4	$900K	Sell	7,684 -628	-8%	-$79.9K	0.03%	434
2025 Q3	$1.02M	Buy	8,312 +544	+7%	+$61.8K	0.03%	409
2025 Q2	$989K	Sell	7,768 -3,144	-29%	-$341K	0.04%	385
2025 Q1	$962K	Sell	10,912 -256	-2%	-$24.4K	0.04%	354
2024 Q4	$955K	Buy	11,168 +2,228	+25%	+$185K	0.04%	356
2024 Q3	$664K	Buy	8,940 +284	+3%	+$20.2K	0.03%	445
2024 Q2	$829K	Sell	8,656 -7,724	-47%	-$642K	0.04%	378
2024 Q1	$1.05M	Hold	16,380	–	–	0.06%	292
2023 Q4	$1.05M	Buy	16,380 +2,676	+20%	+$140K	0.06%	290
2023 Q3	$573K	Buy	13,704 +5,976	+77%	+$232K	0.04%	409
2023 Q2	$284K	Buy	+7,728	New	+$269K	0.02%	631
2022 Q4	–	Sell	-6,536	Closed	-$269K	–	688
2022 Q3	$269K	Buy	6,536 +1,016	+18%	+$46.5K	0.03%	445
2022 Q2	$233K	Sell	5,520 -780	-12%	-$35.3K	0.02%	491
2022 Q1	$358K	Sell	6,300 -1,132	-15%	-$52.7K	0.03%	478
2021 Q4	$380K	Buy	+7,432	New	+$453K	0.03%	464
2021 Q3	–	Sell	-21,632	Closed	-$1.36M	–	497
2021 Q2	$1.36M	Sell	21,632 -3,836	-15%	-$206K	0.09%	227
2021 Q1	$1.16M	Buy	25,468 +1,556	+7%	+$82.3K	0.09%	244
2020 Q4	$1.27M	Buy	23,912 +1,512	+7%	+$58.9K	0.1%	202
2020 Q3	$769K	Buy	22,400 +5,216	+30%	+$152K	0.06%	285
2020 Q2	$431K	Buy	+17,184	New	+$345K	0.03%	388

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Level Four Advisory Services's CRWD Position: Q2 2026 in Review

Level Four Advisory Services increased its CrowdStrike (CRWD) stake by 15% in Q2 2026, buying an estimated $172K and bringing the position to 9,320 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #334.

Level Four Advisory Services first reported a position in CRWD in Q2 2020 and has held it in 22 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Level Four Advisory Services held 9,320 shares of CrowdStrike worth $1.78M as of Q2 2026.
Level Four Advisory Services bought 1,208 CrowdStrike shares in Q2 2026, an estimated $172K.
CrowdStrike made up 0.05% of Level Four Advisory Services's portfolio in Q2 2026, its #334 holding.
Level Four Advisory Services first reported a position in CrowdStrike in Q2 2020 and has held it in 22 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.