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SOA Wealth Advisors’s CrowdStrike CRWD Stock Holding History

SOA 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 		$287K Sell
1,504
-124
-8% -$17.6K 0.05% 176
2026
Q1 		$159K Sell
1,628
-1,556
-49% -$165K 0.03% 222
2025
Q4 		$373K Sell
3,184
-68
-2% -$8.66K 0.06% 147
2025
Q3 		$399K Buy
3,252
+476
+17% +$54.1K 0.07% 139
2025
Q2 		$353K Buy
2,776
+632
+29% +$68.5K 0.07% 146
2025
Q1 		$189K Buy
2,144
+304
+17% +$29K 0.04% 194
2024
Q4 		$157K Buy
1,840
+876
+91% +$72.8K 0.03% 210
2024
Q3 		$67.6K Buy
964
+196
+26% +$13.9K 0.01% 279
2024
Q2 		$73.6K Buy
768
+720
+1,500% +$59.9K 0.01% 273
2024
Q1 		$3.85K Hold
48
– – ﹤0.01% 636
2023
Q4 		$3.06K Hold
48
– – ﹤0.01% 649
2023
Q3 		$2.01K Hold
48
– – ﹤0.01% 717
2023
Q2 		$1.76K Hold
48
– – ﹤0.01% 736
2023
Q1 		$1.65K Hold
48
– – ﹤0.01% 747
2022
Q4 		$1.26K Sell
48
-1,148
-96% -$39.3K ﹤0.01% 776
2022
Q3 		$49K Sell
1,196
-260
-18% -$11.9K 0.01% 266
2022
Q2 		$61K Buy
1,456
+160
+12% +$7.24K 0.02% 244
2022
Q1 		$73K Buy
1,296
+600
+86% +$28K 0.02% 264
2021
Q4 		$36K Sell
696
-504
-42% -$30.7K 0.01% 348
2021
Q3 		$73K Sell
1,200
-60
-5% -$3.87K 0.02% 262
2021
Q2 		$79K Buy
1,260
+860
+215% +$46.3K 0.02% 252
2021
Q1 		$18K Hold
400
– – 0.01% 420
2020
Q4 		$23K Buy
+400
New +$15.6K 0.01% 375

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

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

SOA Wealth Advisors reduced its CrowdStrike (CRWD) stake by 7.6% in Q2 2026, selling an estimated $17.6K and leaving 1,504 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #176.

SOA Wealth Advisors first reported a position in CRWD in Q4 2020 and has held it in 23 quarters since. The position peaked at $399K in Q3 2025. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • SOA Wealth Advisors held 1,504 shares of CrowdStrike worth $287K as of Q2 2026.
  • SOA Wealth Advisors sold 124 CrowdStrike shares in Q2 2026, an estimated $17.6K.
  • CrowdStrike made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • SOA Wealth Advisors first reported a position in CrowdStrike in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's CrowdStrike position peaked at $399K in Q3 2025.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.