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Medallion Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Medallion Wealth 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 		$22.9K Hold
120
– – 0.01% 616
2026
Q1 		$11.7K Hold
120
– – ﹤0.01% 741
2025
Q4 		$14.1K Hold
120
– – ﹤0.01% 701
2025
Q3 		$14.7K Hold
120
– – 0.01% 689
2025
Q2 		$14.8K Hold
120
– – 0.01% 675
2025
Q1 		$10.9K Buy
120
+88
+275% +$8.38K ﹤0.01% 671
2024
Q4 		$2.74K Buy
+32
New +$2.66K ﹤0.01% 820

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

Medallion Wealth Advisors's CRWD Position: Q2 2026 in Review

Medallion Wealth Advisors held its CrowdStrike (CRWD) position steady in Q2 2026 at 120 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #616.

Medallion Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Medallion Wealth Advisors held 120 shares of CrowdStrike worth $22.9K as of Q2 2026.
  • Medallion Wealth Advisors left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #616 holding.
  • Medallion Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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