Soltis Investment Advisors’s CrowdStrike CRWD Stock Holding History

Soltis Investment 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	$2.04M	Sell	10,680 -200	-2%	-$28.4K	0.11%	162
2026 Q1	$1.06M	Buy	10,880 +60	+0.6%	+$6.36K	0.07%	212
2025 Q4	$1.27M	Buy	10,820 +1,472	+16%	+$187K	0.08%	193
2025 Q3	$1.15M	Buy	9,348 +432	+5%	+$49.1K	0.08%	191
2025 Q2	$1.14M	Buy	8,916 +2,544	+40%	+$276K	0.09%	164
2025 Q1	$562K	Buy	6,372 +476	+8%	+$45.3K	0.05%	227
2024 Q4	$504K	Sell	5,896 -12	-0.2%	-$998	0.05%	239
2024 Q3	$414K	Sell	5,908 -52,700	-90%	-$3.74M	0.04%	242
2024 Q2	$5.61M	Buy	58,608 +53,940	+1,156%	+$4.49M	0.59%	48
2024 Q1	$374K	Buy	4,668 +252	+6%	+$19.3K	0.04%	228
2023 Q4	$282K	Buy	+4,416	New	+$231K	0.03%	242

Other funds holding CRWD

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Soltis Investment Advisors's CRWD Position: Q2 2026 in Review

Soltis Investment Advisors reduced its CrowdStrike (CRWD) stake by 1.8% in Q2 2026, selling an estimated $28.4K and leaving 10,680 shares worth $2.04M. The position accounts for 0.11% of the portfolio, ranked #162.

Soltis Investment Advisors first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.61M in Q2 2024. 1,406 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Soltis Investment Advisors held 10,680 shares of CrowdStrike worth $2.04M as of Q2 2026.
Soltis Investment Advisors sold 200 CrowdStrike shares in Q2 2026, an estimated $28.4K.
CrowdStrike made up 0.11% of Soltis Investment Advisors's portfolio in Q2 2026, its #162 holding.
Soltis Investment Advisors first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
Soltis Investment Advisors's CrowdStrike position peaked at $5.61M in Q2 2024.
1,406 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.