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Roberts Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Roberts 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
Q1 		$1.75M Buy
17,912
+1,368
+8% +$145K 0.44% 58
2025
Q4 		$1.94M Buy
16,544
+352
+2% +$44.8K 0.51% 53
2025
Q3 		$1.99M Buy
16,192
+208
+1% +$23.6K 0.53% 58
2025
Q2 		$2.04M Buy
15,984
+472
+3% +$51.2K 0.59% 55
2025
Q1 		$1.37M Buy
15,512
+16
+0.1% +$1.52K 0.42% 62
2024
Q4 		$1.4M Buy
15,496
+56
+0.4% +$4.66K 0.43% 58
2024
Q3 		$1.13M Buy
+15,440
New +$1.1M 0.37% 60

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Roberts Wealth Advisors's CRWD Position: Q1 2026 in Review

Roberts Wealth Advisors increased its CrowdStrike (CRWD) stake by 8.3% in Q1 2026, buying an estimated $145K and bringing the position to 17,912 shares worth $1.75M. The position accounts for 0.44% of the portfolio, ranked #58.

Roberts Wealth Advisors first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Roberts Wealth Advisors held 17,912 shares of CrowdStrike worth $1.75M as of Q1 2026.
  • Roberts Wealth Advisors bought 1,368 CrowdStrike shares in Q1 2026, an estimated $145K.
  • CrowdStrike made up 0.44% of Roberts Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Roberts Wealth Advisors first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
  • Roberts Wealth Advisors's CrowdStrike position peaked at $2.04M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.