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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
Q2 		$1.58M Sell
8,268
-124
-1% -$17.6K 0.17% 110
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 $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

Lifeworks Advisors's CRWD Position: Q2 2026 in Review

Lifeworks Advisors reduced its CrowdStrike (CRWD) stake by 1.5% in Q2 2026, selling an estimated $17.6K and leaving 8,268 shares worth $1.58M. The position accounts for 0.17% of the portfolio, ranked #110.

Lifeworks Advisors first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,456 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Lifeworks Advisors held 8,268 shares of CrowdStrike worth $1.58M as of Q2 2026.
  • Lifeworks Advisors sold 124 CrowdStrike shares in Q2 2026, an estimated $17.6K.
  • CrowdStrike made up 0.17% of Lifeworks Advisors's portfolio in Q2 2026, its #110 holding.
  • Lifeworks Advisors first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 2,456 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.