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LRI Investments’s CrowdStrike CRWD Stock Holding History

LRI Investments’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 		$163K Sell
856
-400
-32% -$56.8K 0.01% 365
2026
Q1 		$123K Sell
1,256
-2,048
-62% -$217K 0.01% 378
2025
Q4 		$387K Buy
3,304
+240
+8% +$30.6K 0.03% 199
2025
Q3 		$376K Sell
3,064
-332
-10% -$37.7K 0.03% 206
2025
Q2 		$432K Buy
3,396
+384
+13% +$41.6K 0.04% 186
2025
Q1 		$265K Buy
3,012
+1,192
+65% +$114K 0.03% 230
2024
Q4 		$156K Buy
1,820
+1,132
+165% +$94.1K 0.02% 326
2024
Q3 		$59.2K Sell
688
-1,716
-71% -$122K 0.01% 492
2024
Q2 		$230K Buy
+2,404
New +$200K 0.03% 225

Other funds holding CRWD

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LRI Investments's CRWD Position: Q2 2026 in Review

LRI Investments reduced its CrowdStrike (CRWD) stake by 32% in Q2 2026, selling an estimated $56.8K and leaving 856 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #365.

LRI Investments first reported a position in CRWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $432K in Q2 2025. 1,111 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • LRI Investments held 856 shares of CrowdStrike worth $163K as of Q2 2026.
  • LRI Investments sold 400 CrowdStrike shares in Q2 2026, an estimated $56.8K.
  • CrowdStrike made up 0.01% of LRI Investments's portfolio in Q2 2026, its #365 holding.
  • LRI Investments first reported a position in CrowdStrike in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's CrowdStrike position peaked at $432K in Q2 2025.
  • 1,111 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.