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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategies Wealth Advisors's CRWD Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its CrowdStrike (CRWD) stake by 21% in Q1 2026, selling an estimated $195K and leaving 7,044 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #80.

Strategies Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Strategies Wealth Advisors held 7,044 shares of CrowdStrike worth $688K as of Q1 2026.
  • Strategies Wealth Advisors sold 1,836 CrowdStrike shares in Q1 2026, an estimated $195K.
  • CrowdStrike made up 0.07% of Strategies Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Strategies Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's CrowdStrike position peaked at $1.04M in Q4 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.