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Mountain Capital Investment Advisors’s CrowdStrike CRWD Stock Holding History

Mountain Capital 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 		$346K Sell
1,816
-192
-10% -$27.3K 0.05% 57
2026
Q1 		$228K Buy
+2,008
New +$213K 0.03% 72
2025
Q4 		– Sell
-1,776
Closed -$222K – 96
2025
Q3 		$222K Buy
+1,776
New +$202K 0.04% 71

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

Mountain Capital Investment Advisors's CRWD Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its CrowdStrike (CRWD) stake by 9.6% in Q2 2026, selling an estimated $27.3K and leaving 1,816 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #57.

Mountain Capital Investment Advisors first reported a position in CRWD in Q3 2025 and has held it in 3 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,816 shares of CrowdStrike worth $346K as of Q2 2026.
  • Mountain Capital Investment Advisors sold 192 CrowdStrike shares in Q2 2026, an estimated $27.3K.
  • CrowdStrike made up 0.05% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Mountain Capital Investment Advisors first reported a position in CrowdStrike in Q3 2025 and has held it in 3 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.