Lido Advisors’s CrowdStrike CRWD Stock Holding History

Lido 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	$195K	Sell	2,000 -2,800	-58%	-$297K	﹤0.01%	1785
2025 Q4	$563K	Hold	4,800	–	–	﹤0.01%	1256
2025 Q3	$588K	Hold	4,800	–	–	﹤0.01%	1174
2025 Q2	$611K	Buy	4,800 +2,800	+140%	+$304K	﹤0.01%	1037
2025 Q1	$176K	Hold	2,000	–	–	﹤0.01%	1406
2024 Q4	$171K	Buy	+2,000	New	+$166K	﹤0.01%	1399
2024 Q3	–	Sell	-4,400	Closed	-$422K	–	1488
2024 Q2	$422K	Buy	4,400 +2,000	+83%	+$166K	﹤0.01%	985
2024 Q1	$192K	Buy	+2,400	New	+$184K	﹤0.01%	1267

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Lido Advisors's CRWD Position: Q1 2026 in Review

Lido Advisors reduced its CrowdStrike (CRWD) stake by 22% in Q1 2026, selling an estimated $2.44M and leaving 81,452 shares worth $7.95M. The position accounts for 0.02% of the portfolio, ranked #361.

Lido Advisors first reported a position in CRWD in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.6M in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Lido Advisors held 81,452 shares of CrowdStrike worth $7.95M as of Q1 2026.
Lido Advisors sold 23,044 CrowdStrike shares in Q1 2026, an estimated $2.44M.
CrowdStrike made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #361 holding.
Lido Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 23 quarters since.
Lido Advisors's CrowdStrike position peaked at $12.6M in Q4 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.