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Moneta Group Investment Advisors’s CrowdStrike CRWD Stock Holding History

Moneta Group Investment 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 		$6.47M Buy
135,552
+122,564
+944% +$17.4M 0.05% 155
2026
Q1 		$1.27M Sell
12,988
-2,072
-14% -$220K 0.01% 331
2025
Q4 		$1.76M Buy
15,060
+708
+5% +$90.1K 0.01% 278
2025
Q3 		$1.76M Buy
14,352
+296
+2% +$33.7K 0.01% 273
2025
Q2 		$1.79M Buy
14,056
+2,900
+26% +$314K 0.02% 239
2025
Q1 		$983K Sell
11,156
-4
-0% -$381 0.01% 293
2024
Q4 		$955K Buy
11,160
+888
+9% +$73.8K 0.01% 289
2024
Q3 		$720K Buy
10,272
+1,244
+14% +$88.3K 0.01% 334
2024
Q2 		$865K Buy
9,028
+1,148
+15% +$95.5K 0.01% 287
2024
Q1 		$632K Buy
7,880
+1,660
+27% +$127K 0.01% 332
2023
Q4 		$397K Sell
6,220
-50,956
-89% -$2.67M 0.01% 378
2023
Q3 		$2.39M Buy
57,176
+244
+0.4% +$9.48K 0.05% 149
2023
Q2 		$2.09M Buy
56,932
+744
+1% +$25.9K 0.05% 159
2023
Q1 		$1.93M Buy
+56,188
New +$1.62M 0.05% 163

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

Moneta Group Investment Advisors's CRWD Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its CrowdStrike (CRWD) stake by 944% in Q2 2026, buying an estimated $17.4M and bringing the position to 135,552 shares worth $6.47M. The position accounts for 0.05% of the portfolio, ranked #155.

Moneta Group Investment Advisors first reported a position in CRWD in Q1 2023 and has held it in 14 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Moneta Group Investment Advisors held 135,552 shares of CrowdStrike worth $6.47M as of Q2 2026.
  • Moneta Group Investment Advisors bought 122,564 CrowdStrike shares in Q2 2026, an estimated $17.4M.
  • CrowdStrike made up 0.05% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #155 holding.
  • Moneta Group Investment Advisors first reported a position in CrowdStrike in Q1 2023 and has held it in 14 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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