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 Q2	$515K	Buy	10,800 +8,800	+440%	+$1.25M	﹤0.01%	1462
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 $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

Lido Advisors's CRWD Position: Q2 2026 in Review

Lido Advisors reduced its CrowdStrike (CRWD) stake by 1.6% in Q2 2026, selling an estimated $188K and leaving 80,132 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #272.

Lido Advisors first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Lido Advisors held 80,132 shares of CrowdStrike worth $15.3M as of Q2 2026.
Lido Advisors sold 1,320 CrowdStrike shares in Q2 2026, an estimated $188K.
CrowdStrike made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #272 holding.
Lido Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.