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SFMG Wealth Advisors’s CrowdStrike CRWD Stock Holding History

SFMG 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 		$725K Buy
3,800
+512
+16% +$72.7K 0.04% 150
2026
Q1 		$321K Sell
3,288
-216
-6% -$22.9K 0.02% 241
2025
Q4 		$411K Buy
3,504
+432
+14% +$55K 0.03% 207
2025
Q3 		$377K Buy
3,072
+180
+6% +$20.5K 0.03% 204
2025
Q2 		$368K Buy
2,892
+68
+2% +$7.37K 0.03% 187
2025
Q1 		$249K Buy
2,824
+136
+5% +$13K 0.02% 226
2024
Q4 		$230K Sell
2,688
-504
-16% -$41.9K 0.02% 234
2024
Q3 		$224K Sell
3,192
-2,796
-47% -$199K 0.02% 233
2024
Q2 		$574K Buy
5,988
+1,360
+29% +$113K 0.05% 124
2024
Q1 		$371K Sell
4,628
-12
-0.3% -$919 0.03% 177
2023
Q4 		$296K Buy
+4,640
New +$243K 0.03% 196
2022
Q4 		– Sell
-6,656
Closed -$255K – 266
2022
Q3 		$255K Sell
6,656
-8
-0.1% -$366 0.03% 187
2022
Q2 		$281K Buy
6,664
+16
+0.2% +$724 0.03% 188
2022
Q1 		$377K Buy
+6,648
New +$310K 0.04% 178

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

SFMG Wealth Advisors's CRWD Position: Q2 2026 in Review

SFMG Wealth Advisors increased its CrowdStrike (CRWD) stake by 16% in Q2 2026, buying an estimated $72.7K and bringing the position to 3,800 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #150.

SFMG Wealth Advisors first reported a position in CRWD in Q1 2022 and has held it in 14 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • SFMG Wealth Advisors held 3,800 shares of CrowdStrike worth $725K as of Q2 2026.
  • SFMG Wealth Advisors bought 512 CrowdStrike shares in Q2 2026, an estimated $72.7K.
  • CrowdStrike made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • SFMG Wealth Advisors first reported a position in CrowdStrike in Q1 2022 and has held it in 14 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.