SQA
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Simon Quick Advisors’s CrowdStrike CRWD Stock Holding History

Simon Quick 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 		$580K Buy
3,040
+840
+38% +$119K 0.02% 249
2026
Q1 		$215K Sell
2,200
-1,376
-38% -$146K 0.01% 355
2025
Q4 		$419K Sell
3,576
-148
-4% -$18.8K 0.02% 269
2025
Q3 		$457K Buy
3,724
+688
+23% +$78.2K 0.02% 280
2025
Q2 		$387K Sell
3,036
-3,484
-53% -$378K 0.02% 270
2025
Q1 		$575K Buy
6,520
+1,088
+20% +$104K 0.03% 267
2024
Q4 		$465K Buy
5,432
+724
+15% +$60.2K 0.03% 262
2024
Q3 		$330K Buy
4,708
+1,192
+34% +$84.7K 0.02% 302
2024
Q2 		$337K Buy
3,516
+264
+8% +$22K 0.02% 268
2024
Q1 		$261K Buy
+3,252
New +$249K 0.02% 331
2022
Q2 		– Sell
-8
Closed – – 227
2022
Q1 		$0 Sell
8
-592
-99% -$27.6K ﹤0.01% 353
2021
Q4 		$31K Buy
600
+4
+0.7% +$244 0.01% 257
2021
Q3 		$36K Buy
596
+356
+148% +$23K 0.01% 281
2021
Q2 		$15K Sell
240
-1,360
-85% -$73.2K ﹤0.01% 354
2021
Q1 		$73K Buy
1,600
+800
+100% +$42.3K 0.02% 179
2020
Q4 		$42K Buy
+800
New +$31.2K 0.01% 257

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

Simon Quick Advisors's CRWD Position: Q2 2026 in Review

Simon Quick Advisors increased its CrowdStrike (CRWD) stake by 38% in Q2 2026, buying an estimated $119K and bringing the position to 3,040 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #249.

Simon Quick Advisors first reported a position in CRWD in Q4 2020 and has held it in 16 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Simon Quick Advisors held 3,040 shares of CrowdStrike worth $580K as of Q2 2026.
  • Simon Quick Advisors bought 840 CrowdStrike shares in Q2 2026, an estimated $119K.
  • CrowdStrike made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #249 holding.
  • Simon Quick Advisors first reported a position in CrowdStrike in Q4 2020 and has held it in 16 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.