Provenance Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Provenance 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	$156K	Buy	820 +20	+3%	+$2.84K	0.01%	154
2026 Q1	$78.1K	Hold	800	–	–	0.01%	176
2025 Q4	$93.8K	Sell	800 -400	-33%	-$50.9K	0.01%	157
2025 Q3	$147K	Hold	1,200	–	–	0.02%	139
2025 Q2	$153K	Hold	1,200	–	–	0.02%	137
2025 Q1	$106K	Hold	1,200	–	–	0.02%	181
2024 Q4	$103K	Hold	1,200	–	–	0.01%	186
2024 Q3	$84.1K	Hold	1,200	–	–	0.01%	204
2024 Q2	$115K	Hold	1,200	–	–	0.02%	167
2024 Q1	$96.2K	Hold	1,200	–	–	0.01%	183
2023 Q4	$76.6K	Hold	1,200	–	–	0.01%	180
2023 Q3	$50.2K	Buy	+1,200	New	+$46.6K	0.01%	180

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

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

Provenance Wealth Advisors increased its CrowdStrike (CRWD) stake by 2.5% in Q2 2026, buying an estimated $2.84K and bringing the position to 820 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #154.

Provenance Wealth Advisors first reported a position in CRWD in Q3 2023 and has held it in 12 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Provenance Wealth Advisors held 820 shares of CrowdStrike worth $156K as of Q2 2026.
Provenance Wealth Advisors bought 20 CrowdStrike shares in Q2 2026, an estimated $2.84K.
CrowdStrike made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #154 holding.
Provenance Wealth Advisors first reported a position in CrowdStrike in Q3 2023 and has held it in 12 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.