SageView Advisory Group’s CrowdStrike CRWD Stock Holding History

SageView Advisory Group’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	$308K	Buy	+1,612	New	+$229K	0.01%	487
2026 Q1	–	Sell	-2,824	Closed	-$331K	–	1002
2025 Q4	$331K	Buy	2,824 +32	+1%	+$4.07K	0.01%	454
2025 Q3	$342K	Buy	2,792 +784	+39%	+$89.1K	0.01%	475
2025 Q2	$237K	Buy	+2,008	New	+$218K	0.01%	558
2025 Q1	–	Sell	-6,348	Closed	-$543K	–	606
2024 Q4	$543K	Buy	6,348 +1,196	+23%	+$99.4K	0.02%	329
2024 Q3	$361K	Sell	5,152 -500	-9%	-$35.5K	0.02%	351
2024 Q2	$541K	Buy	+5,652	New	+$470K	0.03%	322
2024 Q1	–	Sell	-5,460	Closed	-$411K	–	554
2023 Q4	$411K	Buy	+5,460	New	+$286K	0.02%	438

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's CRWD Position: Q2 2026 in Review

SageView Advisory Group opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,612 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in CRWD as recently as Q4 2025.

SageView Advisory Group first reported a position in CRWD in Q4 2023 and has held it in 8 quarters since. The position peaked at $543K in Q4 2024. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

SageView Advisory Group held 1,612 shares of CrowdStrike worth $308K as of Q2 2026.
CrowdStrike was a new SageView Advisory Group position in Q2 2026.
CrowdStrike made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #487 holding.
SageView Advisory Group first reported a position in CrowdStrike in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's CrowdStrike position peaked at $543K in Q4 2024.
2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.