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Regal Investment Advisors’s CrowdStrike CRWD Stock Holding History

Regal 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 		$2.69M Buy
14,124
+436
+3% +$61.9K 0.14% 169
2026
Q1 		$1.34M Sell
13,688
-2,620
-16% -$278K 0.08% 242
2025
Q4 		$1.91M Buy
16,308
+2,032
+14% +$259K 0.11% 196
2025
Q3 		$1.75M Buy
14,276
+832
+6% +$94.6K 0.11% 196
2025
Q2 		$1.71M Buy
13,444
+432
+3% +$46.8K 0.13% 172
2025
Q1 		$1.15M Buy
13,012
+1,212
+10% +$115K 0.09% 203
2024
Q4 		$1.01M Sell
11,800
-252
-2% -$20.9K 0.08% 225
2024
Q3 		$845K Sell
12,052
-572
-5% -$40.6K 0.06% 272
2024
Q2 		$1.21M Buy
12,624
+488
+4% +$40.6K 0.08% 232
2024
Q1 		$973K Buy
12,136
+3,392
+39% +$260K 0.07% 249
2023
Q4 		$558K Buy
8,744
+2,996
+52% +$157K 0.04% 306
2023
Q3 		$241K Buy
5,748
+292
+5% +$11.3K 0.02% 432
2023
Q2 		$200K Buy
+5,456
New +$190K 0.02% 482
2022
Q4 		– Sell
-7,340
Closed -$302K – 498
2022
Q3 		$302K Buy
7,340
+16
+0.2% +$732 0.03% 366
2022
Q2 		$309K Buy
7,324
+1,428
+24% +$64.7K 0.03% 369
2022
Q1 		$334K Sell
5,896
-192
-3% -$8.95K 0.03% 378
2021
Q4 		$312K Sell
6,088
-32
-0.5% -$1.95K 0.03% 421
2021
Q3 		$376K Sell
6,120
-6,228
-50% -$402K 0.04% 372
2021
Q2 		$776K Buy
+12,348
New +$664K 0.08% 258
2021
Q1 		– Sell
-4,528
Closed -$240K – 92
2020
Q4 		$240K Buy
+4,528
New +$176K 0.03% 408

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

Regal Investment Advisors's CRWD Position: Q2 2026 in Review

Regal Investment Advisors increased its CrowdStrike (CRWD) stake by 3.2% in Q2 2026, buying an estimated $61.9K and bringing the position to 14,124 shares worth $2.69M. The position accounts for 0.14% of the portfolio, ranked #169.

Regal Investment Advisors first reported a position in CRWD in Q4 2020 and has held it in 20 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Regal Investment Advisors held 14,124 shares of CrowdStrike worth $2.69M as of Q2 2026.
  • Regal Investment Advisors bought 436 CrowdStrike shares in Q2 2026, an estimated $61.9K.
  • CrowdStrike made up 0.14% of Regal Investment Advisors's portfolio in Q2 2026, its #169 holding.
  • Regal Investment Advisors first reported a position in CrowdStrike in Q4 2020 and has held it in 20 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.