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Strategies Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Strategies 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 		$894K Sell
4,684
-2,360
-34% -$335K 0.08% 84
2026
Q1 		$688K Sell
7,044
-1,836
-21% -$195K 0.07% 80
2025
Q4 		$1.04M Buy
8,880
+1,104
+14% +$141K 0.1% 58
2025
Q3 		$953K Buy
7,776
+1,188
+18% +$135K 0.1% 63
2025
Q2 		$839K Buy
6,588
+468
+8% +$50.7K 0.09% 65
2025
Q1 		$539K Buy
6,120
+892
+17% +$85K 0.07% 86
2024
Q4 		$570K Buy
+5,228
New +$435K 0.07% 73

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

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

Strategies Wealth Advisors reduced its CrowdStrike (CRWD) stake by 34% in Q2 2026, selling an estimated $335K and leaving 4,684 shares worth $894K. The position accounts for 0.08% of the portfolio, ranked #84.

Strategies Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2025. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Strategies Wealth Advisors held 4,684 shares of CrowdStrike worth $894K as of Q2 2026.
  • Strategies Wealth Advisors sold 2,360 CrowdStrike shares in Q2 2026, an estimated $335K.
  • CrowdStrike made up 0.08% of Strategies Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Strategies Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • Strategies Wealth Advisors's CrowdStrike position peaked at $1.04M in Q4 2025.
  • 2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.