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Mount Yale Investment Advisors’s CrowdStrike CRWD Stock Holding History

Mount Yale 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 		$6.67M Buy
34,948
+2,476
+8% +$352K 0.12% 188
2026
Q1 		$3.17M Buy
32,472
+25,668
+377% +$2.72M 0.07% 269
2025
Q4 		$797K Sell
6,804
-2,640
-28% -$336K 0.04% 360
2025
Q3 		$1.16M Sell
9,444
-11,716
-55% -$1.33M 0.08% 253
2025
Q2 		$2.69M Sell
21,160
-28
-0.1% -$3.04K 0.21% 95
2025
Q1 		$1.87M Buy
21,188
+40
+0.2% +$3.81K 0.16% 127
2024
Q4 		$1.81M Buy
21,148
+4,392
+26% +$365K 0.15% 128
2024
Q3 		$1.17M Sell
16,756
-276
-2% -$19.6K 0.11% 174
2024
Q2 		$1.63M Sell
17,032
-6,900
-29% -$574K 0.13% 151
2024
Q1 		$1.92M Sell
23,932
-172
-0.7% -$13.2K 0.15% 140
2023
Q4 		$1.54M Buy
24,104
+520
+2% +$27.2K 0.15% 146
2023
Q3 		$987K Sell
23,584
-4,000
-15% -$155K 0.11% 187
2023
Q2 		$1.01M Buy
+27,584
New +$961K 0.11% 189
2023
Q1 		– Sell
-38,312
Closed -$1.01M – 491
2022
Q4 		$1.01M Sell
38,312
-7,696
-17% -$263K 0.11% 183
2022
Q3 		$1.9M Sell
46,008
-4,736
-9% -$217K 0.25% 97
2022
Q2 		$2.14M Buy
50,744
+4,124
+9% +$187K 0.27% 84
2022
Q1 		$2.65M Buy
46,620
+2,828
+6% +$132K 0.29% 75
2021
Q4 		$2.24M Sell
43,792
-2,364
-5% -$144K 0.23% 103
2021
Q3 		$2.84M Buy
46,156
+12
+0% +$774 0.33% 76
2021
Q2 		$2.9M Sell
46,144
-7,956
-15% -$428K 0.35% 71
2021
Q1 		$2.47M Buy
54,100
+36,520
+208% +$1.93M 0.32% 77
2020
Q4 		$931K Sell
17,580
-40,000
-69% -$1.56M 0.13% 173
2020
Q3 		$1.98M Sell
57,580
-2,576
-4% -$75K 0.28% 81
2020
Q2 		$1.51M Buy
+60,156
New +$1.21M 0.27% 91

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CRWD Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its CrowdStrike (CRWD) stake by 7.6% in Q2 2026, buying an estimated $352K and bringing the position to 34,948 shares worth $6.67M. The position accounts for 0.12% of the portfolio, ranked #188.

Mount Yale Investment Advisors first reported a position in CRWD in Q2 2020 and has held it in 24 quarters since. 2,460 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Mount Yale Investment Advisors held 34,948 shares of CrowdStrike worth $6.67M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,476 CrowdStrike shares in Q2 2026, an estimated $352K.
  • CrowdStrike made up 0.12% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #188 holding.
  • Mount Yale Investment Advisors first reported a position in CrowdStrike in Q2 2020 and has held it in 24 quarters since.
  • 2,460 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.