Sowell Financial Services’s CrowdStrike CRWD Stock Holding History

Sowell Financial Services’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	$4.29M	Buy	22,512 +500	+2%	+$71K	0.14%	156
2026 Q1	$2.15M	Buy	22,012 +884	+4%	+$93.7K	0.08%	269
2025 Q4	$2.48M	Buy	21,128 +784	+4%	+$99.8K	0.09%	230
2025 Q3	$2.49M	Sell	20,344 -1,668	-8%	-$190K	0.1%	233
2025 Q2	$2.8M	Buy	22,012 +3,520	+19%	+$382K	0.11%	182
2025 Q1	$1.63M	Buy	+18,492	New	+$1.76M	0.07%	280
2021 Q2	–	Sell	-7,708	Closed	-$360K	–	979
2021 Q1	$360K	Sell	7,708 -1,956	-20%	-$103K	0.01%	766
2020 Q4	$512K	Sell	9,664 -4,012	-29%	-$156K	0.02%	514
2020 Q3	$469K	Buy	13,676 +2,428	+22%	+$70.7K	0.02%	485
2020 Q2	$282K	Buy	11,248 +10,448	+1,306%	+$209K	0.02%	617
2020 Q1	$11K	Hold	800	–	–	﹤0.01%	1573
2019 Q4	$10K	Hold	800	–	–	﹤0.01%	1678
2019 Q3	$12K	Buy	+800	New	+$15.9K	﹤0.01%	1465

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

Sowell Financial Services's CRWD Position: Q2 2026 in Review

Sowell Financial Services increased its CrowdStrike (CRWD) stake by 2.3% in Q2 2026, buying an estimated $71K and bringing the position to 22,512 shares worth $4.29M. The position accounts for 0.14% of the portfolio, ranked #156.

Sowell Financial Services first reported a position in CRWD in Q3 2019 and has held it in 13 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Sowell Financial Services held 22,512 shares of CrowdStrike worth $4.29M as of Q2 2026.
Sowell Financial Services bought 500 CrowdStrike shares in Q2 2026, an estimated $71K.
CrowdStrike made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #156 holding.
Sowell Financial Services first reported a position in CrowdStrike in Q3 2019 and has held it in 13 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.