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Rollins Financial Advisors’s CrowdStrike CRWD Stock Holding History

Rollins Financial 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 		$256K Buy
+2,628
New +$278K 0.04% 145
2024
Q3 		– Sell
-3,700
Closed -$354K – 141
2024
Q2 		$354K Buy
3,700
+260
+8% +$21.6K 0.06% 91
2024
Q1 		$276K Buy
+3,440
New +$263K 0.05% 99

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

Rollins Financial Advisors's CRWD Position: Q1 2026 in Review

Rollins Financial Advisors opened a new position in CrowdStrike (CRWD) in Q1 2026: 2,628 shares worth $256K. The stake represents 0.04% of the portfolio and ranks #145 among its holdings. This is a return to the name: Rollins Financial Advisors previously reported a position in CRWD as recently as Q2 2024.

Rollins Financial Advisors first reported a position in CRWD in Q1 2024 and has held it in 3 quarters since. The position peaked at $354K in Q2 2024. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Rollins Financial Advisors held 2,628 shares of CrowdStrike worth $256K as of Q1 2026.
  • CrowdStrike was a new Rollins Financial Advisors position in Q1 2026.
  • CrowdStrike made up 0.04% of Rollins Financial Advisors's portfolio in Q1 2026, its #145 holding.
  • Rollins Financial Advisors first reported a position in CrowdStrike in Q1 2024 and has held it in 3 quarters since.
  • Rollins Financial Advisors's CrowdStrike position peaked at $354K in Q2 2024.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.