RBWA
CRWD icon

RFG - Bristol Wealth Advisors’s CrowdStrike CRWD Stock Holding History

RFG - Bristol 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 		$591K Hold
3,100
– – 0.14% 99
2026
Q1 		$303K Sell
3,100
-952
-23% -$101K 0.08% 144
2025
Q4 		$475K Buy
4,052
+552
+16% +$70.3K 0.13% 110
2025
Q3 		$429K Buy
3,500
+400
+13% +$45.5K 0.12% 117
2025
Q2 		$395K Sell
3,100
-1,340
-30% -$145K 0.12% 121
2025
Q1 		$391K Sell
4,440
-4,520
-50% -$431K 0.13% 117
2024
Q4 		$766K Buy
+8,960
New +$745K 0.25% 83

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

RFG - Bristol Wealth Advisors's CRWD Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors held its CrowdStrike (CRWD) position steady in Q2 2026 at 3,100 shares worth $591K. The position accounts for 0.14% of the portfolio, ranked #99.

RFG - Bristol Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $766K in Q4 2024. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 3,100 shares of CrowdStrike worth $591K as of Q2 2026.
  • RFG - Bristol Wealth Advisors left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up 0.14% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • RFG - Bristol Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's CrowdStrike position peaked at $766K in Q4 2024.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.