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Lifeworks Advisors’s CrowdStrike CRWD Stock Holding History

Lifeworks 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 		$819K Sell
8,392
-284
-3% -$30.1K 0.11% 142
2025
Q4 		$1.02M Buy
8,676
+184
+2% +$23.4K 0.13% 137
2025
Q3 		$1.04M Buy
8,492
+3,812
+81% +$433K 0.14% 134
2025
Q2 		$596K Buy
4,680
+452
+11% +$49K 0.09% 173
2025
Q1 		$373K Buy
4,228
+384
+10% +$36.6K 0.06% 222
2024
Q4 		$329K Buy
3,844
+484
+14% +$40.2K 0.06% 215
2024
Q3 		$236K Buy
+3,360
New +$239K 0.05% 262

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 $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lifeworks Advisors's CRWD Position: Q1 2026 in Review

Lifeworks Advisors reduced its CrowdStrike (CRWD) stake by 3.3% in Q1 2026, selling an estimated $30.1K and leaving 8,392 shares worth $819K. The position accounts for 0.11% of the portfolio, ranked #142.

Lifeworks Advisors first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q3 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Lifeworks Advisors held 8,392 shares of CrowdStrike worth $819K as of Q1 2026.
  • Lifeworks Advisors sold 284 CrowdStrike shares in Q1 2026, an estimated $30.1K.
  • CrowdStrike made up 0.11% of Lifeworks Advisors's portfolio in Q1 2026, its #142 holding.
  • Lifeworks Advisors first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's CrowdStrike position peaked at $1.04M in Q3 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.