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OneAscent Financial Services’s CrowdStrike CRWD Stock Holding History

OneAscent Financial Services’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 		$727K Sell
3,812
-360
-9% -$51.1K 0.03% 298
2026
Q1 		$407K Buy
4,172
+448
+12% +$47.5K 0.02% 385
2025
Q4 		$436K Buy
3,724
+584
+19% +$74.3K 0.04% 277
2025
Q3 		$385K Sell
3,140
-848
-21% -$96.4K 0.03% 338
2025
Q2 		$503K Buy
3,988
+308
+8% +$33.4K 0.04% 312
2025
Q1 		$327K Buy
3,680
+1,208
+49% +$115K 0.02% 397
2024
Q4 		$211K Buy
+2,472
New +$205K 0.02% 443
2024
Q3 		– Sell
-2,216
Closed -$212K – 205
2024
Q2 		$212K Sell
2,216
-1,708
-44% -$142K 0.03% 231
2024
Q1 		$314K Sell
3,924
-528
-12% -$40.4K 0.03% 278
2023
Q4 		$284K Sell
4,452
-1,452
-25% -$76K 0.04% 279
2023
Q3 		$247K Buy
+5,904
New +$229K 0.06% 214
2023
Q2 		– Sell
-6,084
Closed -$209K – 143
2023
Q1 		$209K Buy
+6,084
New +$176K 0.08% 159
2022
Q4 		– Sell
-5,776
Closed -$238K – 193
2022
Q3 		$238K Sell
5,776
-988
-15% -$45.2K 0.09% 159
2022
Q2 		$285K Buy
6,764
+1,872
+38% +$84.8K 0.13% 151
2022
Q1 		$278K Buy
+4,892
New +$228K 0.2% 93
2021
Q4 		– Sell
-3,768
Closed -$232K – 145
2021
Q3 		$232K Buy
+3,768
New +$243K 0.31% 74
2020
Q4 		– Sell
-9,928
Closed -$341K – 140
2020
Q3 		$341K Buy
+9,928
New +$289K 0.18% 124

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

OneAscent Financial Services's CRWD Position: Q2 2026 in Review

OneAscent Financial Services reduced its CrowdStrike (CRWD) stake by 8.6% in Q2 2026, selling an estimated $51.1K and leaving 3,812 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #298.

OneAscent Financial Services first reported a position in CRWD in Q3 2020 and has held it in 17 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • OneAscent Financial Services held 3,812 shares of CrowdStrike worth $727K as of Q2 2026.
  • OneAscent Financial Services sold 360 CrowdStrike shares in Q2 2026, an estimated $51.1K.
  • CrowdStrike made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #298 holding.
  • OneAscent Financial Services first reported a position in CrowdStrike in Q3 2020 and has held it in 17 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.