Stamos Capital Partners’s CrowdStrike CRWD Stock Holding History

Stamos Capital Partners’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	$2.66M	Sell	13,952 -15,484	-53%	-$2.2M	0.41%	83
2026 Q1	$2.87M	Buy	29,436 +19,568	+198%	+$2.07M	0.45%	73
2025 Q4	$1.16M	Sell	9,868 -196	-2%	-$25K	0.19%	116
2025 Q3	$1.23M	Buy	10,064 +1,956	+24%	+$222K	0.23%	102
2025 Q2	$1.03M	Sell	8,108 -268	-3%	-$29.1K	0.19%	113
2025 Q1	$738K	Buy	8,376 +2,656	+46%	+$253K	0.19%	116
2024 Q4	$489K	Sell	5,720 -11,080	-66%	-$921K	0.11%	125
2024 Q3	$1.18M	Buy	+16,800	New	+$1.19M	0.28%	91
2023 Q4	–	Sell	-39,640	Closed	-$1.66M	–	122
2023 Q3	$1.66M	Buy	+39,640	New	+$1.54M	0.37%	76
2022 Q4	–	Sell	-12,560	Closed	-$518K	–	140
2022 Q3	$518K	Buy	+12,560	New	+$574K	0.13%	123

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

Stamos Capital Partners's CRWD Position: Q2 2026 in Review

Stamos Capital Partners reduced its CrowdStrike (CRWD) stake by 53% in Q2 2026, selling an estimated $2.2M and leaving 13,952 shares worth $2.66M. The position accounts for 0.41% of the portfolio, ranked #83.

Stamos Capital Partners first reported a position in CRWD in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.87M in Q1 2026. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Stamos Capital Partners held 13,952 shares of CrowdStrike worth $2.66M as of Q2 2026.
Stamos Capital Partners sold 15,484 CrowdStrike shares in Q2 2026, an estimated $2.2M.
CrowdStrike made up 0.41% of Stamos Capital Partners's portfolio in Q2 2026, its #83 holding.
Stamos Capital Partners first reported a position in CrowdStrike in Q3 2022 and has held it in 10 quarters since.
Stamos Capital Partners's CrowdStrike position peaked at $2.87M in Q1 2026.
2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.