LVW Advisors
CRWD icon

LVW Advisors’s CrowdStrike CRWD Stock Holding History

LVW 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
Q3 		$948K Buy
3,581
+113
+3% +$24K 0.08% 159
2026
Q2 		$662K Buy
3,468
+112
+3% +$15.9K 0.06% 182
2026
Q1 		$328K Sell
3,356
-716
-18% -$75.9K 0.03% 306
2025
Q4 		$477K Buy
4,072
+364
+10% +$46.3K 0.05% 198
2025
Q3 		$455K Buy
3,708
+532
+17% +$60.5K 0.05% 209
2025
Q2 		$404K Buy
3,176
+576
+22% +$62.4K 0.04% 215
2025
Q1 		$229K Buy
+2,600
New +$248K 0.03% 281

Other funds holding CRWD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

LVW Advisors's CRWD Position: Q3 2026 in Review

LVW Advisors increased its CrowdStrike (CRWD) stake by 3.3% in Q3 2026, buying an estimated $24K and bringing the position to 3,581 shares worth $948K. The position accounts for 0.08% of the portfolio, ranked #159.

LVW Advisors first reported a position in CRWD in Q1 2025 and has held it in 7 quarters since. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • LVW Advisors held 3,581 shares of CrowdStrike worth $948K as of Q3 2026.
  • LVW Advisors bought 113 CrowdStrike shares in Q3 2026, an estimated $24K.
  • CrowdStrike made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #159 holding.
  • LVW Advisors first reported a position in CrowdStrike in Q1 2025 and has held it in 7 quarters since.
  • 2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.