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Teamwork Financial Advisors’s CrowdStrike CRWD Stock Holding History

Teamwork Financial 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 		$2.63M Sell
13,796
-106,348
-89% -$15.1M 0.24% 79
2026
Q1 		$11.7M Sell
120,144
-8,332
-6% -$883K 1.24% 29
2025
Q4 		$15.1M Sell
128,476
-9,516
-7% -$1.21M 1.52% 20
2025
Q3 		$16.9M Buy
137,992
+94,012
+214% +$10.7M 1.74% 14
2025
Q2 		$5.6M Sell
43,980
-5,136
-10% -$557K 0.65% 32
2025
Q1 		$4.33M Sell
49,116
-31,300
-39% -$2.98M 0.58% 33
2024
Q4 		$6.88M Sell
80,416
-145,308
-64% -$12.1M 0.89% 30
2024
Q3 		$15.8M Buy
225,724
+66,036
+41% +$4.69M 2.19% 18
2024
Q2 		$15.3M Buy
159,688
+25,680
+19% +$2.14M 2.27% 14
2024
Q1 		$10.7M Buy
134,008
+115,292
+616% +$8.83M 1.65% 20
2023
Q4 		$1.19M Sell
18,716
-868
-4% -$45.4K 0.21% 58
2023
Q3 		$819K Sell
19,584
-476
-2% -$18.5K 0.13% 99
2023
Q2 		$737K Buy
20,060
+4,716
+31% +$164K 0.12% 99
2023
Q1 		$527K Buy
15,344
+2,732
+22% +$79K 0.1% 119
2022
Q4 		$332K Sell
12,612
-4,296
-25% -$147K 0.07% 152
2022
Q3 		$697K Buy
16,908
+8,412
+99% +$385K 0.15% 96
2022
Q2 		$358K Sell
8,496
-4,816
-36% -$218K 0.08% 159
2022
Q1 		$756K Sell
13,312
-6,184
-32% -$288K 0.14% 127
2021
Q4 		$998K Buy
19,496
+60
+0.3% +$3.65K 0.18% 123
2021
Q3 		$1.19M Buy
19,436
+1,468
+8% +$94.7K 0.24% 89
2021
Q2 		$1.13M Buy
17,968
+1,916
+12% +$103K 0.23% 85
2021
Q1 		$732K Buy
16,052
+5,256
+49% +$278K 0.17% 114
2020
Q4 		$572K Sell
10,796
-19,124
-64% -$745K 0.14% 115
2020
Q3 		$1.03M Buy
+29,920
New +$872K 0.32% 68

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

Teamwork Financial Advisors's CRWD Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its CrowdStrike (CRWD) stake by 89% in Q2 2026, selling an estimated $15.1M and leaving 13,796 shares worth $2.63M. The position accounts for 0.24% of the portfolio, ranked #79.

Teamwork Financial Advisors first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.9M in Q3 2025. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Teamwork Financial Advisors held 13,796 shares of CrowdStrike worth $2.63M as of Q2 2026.
  • Teamwork Financial Advisors sold 106,348 CrowdStrike shares in Q2 2026, an estimated $15.1M.
  • CrowdStrike made up 0.24% of Teamwork Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Teamwork Financial Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
  • Teamwork Financial Advisors's CrowdStrike position peaked at $16.9M in Q3 2025.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.