Private Advisory Group’s CrowdStrike CRWD Stock Holding History

Private Advisory Group’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	$1.24M	Buy	6,492 +412	+7%	+$58.5K	0.07%	158
2026 Q1	$593K	Sell	6,080 -492	-7%	-$52.1K	0.04%	193
2025 Q4	$770K	Buy	6,572 +4,520	+220%	+$575K	0.06%	140
2025 Q3	$252K	Buy	+2,052	New	+$233K	0.02%	203
2024 Q2	–	Sell	-13,556	Closed	-$1.09M	–	178
2024 Q1	$1.09M	Buy	+13,556	New	+$1.04M	0.16%	93

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Advisory Group's CRWD Position: Q2 2026 in Review

Private Advisory Group increased its CrowdStrike (CRWD) stake by 6.8% in Q2 2026, buying an estimated $58.5K and bringing the position to 6,492 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #158.

Private Advisory Group first reported a position in CRWD in Q1 2024 and has held it in 5 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Private Advisory Group held 6,492 shares of CrowdStrike worth $1.24M as of Q2 2026.
Private Advisory Group bought 412 CrowdStrike shares in Q2 2026, an estimated $58.5K.
CrowdStrike made up 0.07% of Private Advisory Group's portfolio in Q2 2026, its #158 holding.
Private Advisory Group first reported a position in CrowdStrike in Q1 2024 and has held it in 5 quarters since.
2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.