Steward Partners Investment Advisory
CRWD icon

Steward Partners Investment Advisory’s CrowdStrike CRWD Stock Holding History

Steward Partners Investment Advisory’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 		$61M Sell
319,916
-341,100
-52% -$48.5M 0.31% 56
2026
Q1 		$64.5M Buy
661,016
+180,900
+38% +$19.2M 0.33% 55
2025
Q4 		$56.3M Sell
480,116
-8,304
-2% -$1.06M 0.31% 56
2025
Q3 		$59.9M Buy
488,420
+324,540
+198% +$36.9M 0.34% 54
2025
Q2 		$20.9M Buy
163,880
+23,532
+17% +$2.55M 0.16% 125
2025
Q1 		$12.4M Buy
140,348
+16,564
+13% +$1.58M 0.11% 185
2024
Q4 		$10.6M Buy
123,784
+29,592
+31% +$2.46M 0.09% 212
2024
Q3 		$6.6M Buy
94,192
+46,548
+98% +$3.31M 0.06% 302
2024
Q2 		$4.56M Sell
47,644
-92
-0.2% -$7.65K 0.05% 352
2024
Q1 		$3.83M Buy
47,736
+5,636
+13% +$431K 0.04% 401
2023
Q4 		$2.69M Buy
42,100
+4,616
+12% +$242K 0.04% 432
2023
Q3 		$1.57M Buy
37,484
+852
+2% +$33.1K 0.02% 527
2023
Q2 		$1.35M Sell
36,632
-1,056
-3% -$36.8K 0.02% 601
2023
Q1 		$1.29M Buy
37,688
+6,176
+20% +$179K 0.02% 605
2022
Q4 		$829K Sell
31,512
-22,100
-41% -$756K 0.01% 734
2022
Q3 		$2.21M Buy
53,612
+5,136
+11% +$235K 0.04% 396
2022
Q2 		$2.04M Buy
48,476
+5,796
+14% +$262K 0.04% 431
2022
Q1 		$2.42M Sell
42,680
-2,068
-5% -$96.3K 0.04% 422
2021
Q4 		$2.29M Sell
44,748
-21,176
-32% -$1.29M 0.03% 460
2021
Q3 		$4.05M Buy
65,924
+11,184
+20% +$722K 0.07% 290
2021
Q2 		$3.44M Buy
54,740
+15,136
+38% +$814K 0.06% 321
2021
Q1 		$1.81M Buy
39,604
+4,032
+11% +$213K 0.03% 463
2020
Q4 		$1.88M Buy
35,572
+20,004
+128% +$780K 0.04% 378
2020
Q3 		$534K Buy
15,568
+14,568
+1,457% +$424K 0.01% 651
2020
Q2 		$25K Sell
1,000
-200
-17% -$4.01K ﹤0.01% 1686
2020
Q1 		$16K Buy
+1,200
New +$16.9K ﹤0.01% 1684

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's CRWD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its CrowdStrike (CRWD) stake by 52% in Q2 2026, selling an estimated $48.5M and leaving 319,916 shares worth $61M. The position accounts for 0.31% of the portfolio, ranked #56.

Steward Partners Investment Advisory first reported a position in CRWD in Q1 2020 and has held it in 26 quarters since. The position peaked at $64.5M in Q1 2026. 2,463 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Steward Partners Investment Advisory held 319,916 shares of CrowdStrike worth $61M as of Q2 2026.
  • Steward Partners Investment Advisory sold 341,100 CrowdStrike shares in Q2 2026, an estimated $48.5M.
  • CrowdStrike made up 0.31% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #56 holding.
  • Steward Partners Investment Advisory first reported a position in CrowdStrike in Q1 2020 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's CrowdStrike position peaked at $64.5M in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.