RA
CRWD icon

Rise Advisors’s CrowdStrike CRWD Stock Holding History

Rise 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 		$232K Buy
+1,216
New +$173K 0.07% 93
2025
Q4 		– Sell
-1,148
Closed -$141K – 406
2025
Q3 		$141K Buy
1,148
+240
+26% +$27.3K 0.05% 126
2025
Q2 		$116K Sell
908
-192
-17% -$20.8K 0.05% 138
2025
Q1 		$97K Sell
1,100
-40
-4% -$3.81K 0.04% 147
2024
Q4 		$97.5K Sell
1,140
-320
-22% -$26.6K 0.05% 143
2024
Q3 		$102K Buy
1,460
+164
+13% +$11.6K 0.05% 145
2024
Q2 		$124K Sell
1,296
-164
-11% -$13.6K 0.07% 126
2024
Q1 		$117K Sell
1,460
-72
-5% -$5.51K 0.06% 132
2023
Q4 		$97.8K Buy
1,532
+688
+82% +$36K 0.07% 106
2023
Q3 		$35.3K Sell
844
-60
-7% -$2.33K 0.03% 172
2023
Q2 		$33.2K Sell
904
-400
-31% -$13.9K 0.03% 189
2023
Q1 		$44.7K Buy
1,304
+384
+42% +$11.1K 0.03% 164
2022
Q4 		$24.2K Sell
920
-136
-13% -$4.65K 0.02% 224
2022
Q3 		$44K Hold
1,056
– – 0.04% 163
2022
Q2 		$44K Buy
1,056
+40
+4% +$1.81K 0.04% 151
2022
Q1 		$58K Hold
1,016
– – 0.05% 136
2021
Q4 		$52K Buy
+1,016
New +$61.9K 0.05% 142

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

Rise Advisors's CRWD Position: Q2 2026 in Review

Rise Advisors opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,216 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings. This is a return to the name: Rise Advisors previously reported a position in CRWD as recently as Q3 2025.

Rise Advisors first reported a position in CRWD in Q4 2021 and has held it in 17 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Rise Advisors held 1,216 shares of CrowdStrike worth $232K as of Q2 2026.
  • CrowdStrike was a new Rise Advisors position in Q2 2026.
  • CrowdStrike made up 0.07% of Rise Advisors's portfolio in Q2 2026, its #93 holding.
  • Rise Advisors first reported a position in CrowdStrike in Q4 2021 and has held it in 17 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.