OWA
CRWD icon

Octavia Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Octavia 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 		$1.48M Sell
7,756
-276
-3% -$39.2K 0.13% 55
2026
Q1 		$784K Buy
8,032
+608
+8% +$64.4K 0.08% 88
2025
Q4 		$863K Buy
7,424
+96
+1% +$12.2K 0.08% 87
2025
Q3 		$898K Buy
7,328
+384
+6% +$43.7K 0.09% 90
2025
Q2 		$884K Buy
6,944
+204
+3% +$22.1K 0.1% 84
2025
Q1 		$594K Sell
6,740
-1,416
-17% -$135K 0.07% 107
2024
Q4 		$698K Sell
8,156
-1,004
-11% -$83.5K 0.08% 88
2024
Q3 		$642K Buy
9,160
+1,204
+15% +$85.5K 0.08% 96
2024
Q2 		$762K Sell
7,956
-1,100
-12% -$91.5K 0.1% 89
2024
Q1 		$726K Buy
9,056
+884
+11% +$67.7K 0.11% 92
2023
Q4 		$522K Buy
8,172
+1,508
+23% +$79K 0.09% 116
2023
Q3 		$279K Buy
6,664
+84
+1% +$3.26K 0.06% 156
2023
Q2 		$242K Hold
6,580
– – 0.05% 166
2023
Q1 		$226K Buy
+6,580
New +$190K 0.05% 166
2022
Q4 		– Sell
-5,180
Closed -$213K – 187
2022
Q3 		$213K Buy
5,180
+24
+0.5% +$1.1K 0.06% 159
2022
Q2 		$217K Sell
5,156
-16
-0.3% -$724 0.06% 156
2022
Q1 		$294K Buy
+5,172
New +$241K 0.07% 142
2021
Q4 		– Sell
-4,428
Closed -$271K – 192
2021
Q3 		$271K Buy
4,428
+848
+24% +$54.7K 0.07% 142
2021
Q2 		$225K Buy
+3,580
New +$193K 0.06% 154

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

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

Octavia Wealth Advisors reduced its CrowdStrike (CRWD) stake by 3.4% in Q2 2026, selling an estimated $39.2K and leaving 7,756 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #55.

Octavia Wealth Advisors first reported a position in CRWD in Q2 2021 and has held it in 19 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Octavia Wealth Advisors held 7,756 shares of CrowdStrike worth $1.48M as of Q2 2026.
  • Octavia Wealth Advisors sold 276 CrowdStrike shares in Q2 2026, an estimated $39.2K.
  • CrowdStrike made up 0.13% of Octavia Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Octavia Wealth Advisors first reported a position in CrowdStrike in Q2 2021 and has held it in 19 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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