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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
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

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

LVW Advisors's CRWD Position: Q2 2026 in Review

LVW Advisors increased its CrowdStrike (CRWD) stake by 3.3% in Q2 2026, buying an estimated $15.9K and bringing the position to 3,468 shares worth $662K. The position accounts for 0.06% of the portfolio, ranked #182.

LVW Advisors first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 1,112 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • LVW Advisors held 3,468 shares of CrowdStrike worth $662K as of Q2 2026.
  • LVW Advisors bought 112 CrowdStrike shares in Q2 2026, an estimated $15.9K.
  • CrowdStrike made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #182 holding.
  • LVW Advisors first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
  • 1,112 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.