Trifecta Capital Advisors’s CrowdStrike CRWD Stock Holding History

Trifecta Capital 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	$18.5M	Buy	96,964 +6,696	+7%	+$951K	2.38%	15
2026 Q1	$8.81M	Buy	90,268 +4,592	+5%	+$487K	1.36%	22
2025 Q4	$10M	Buy	85,676 +4,728	+6%	+$602K	1.49%	21
2025 Q3	$9.92M	Buy	80,948 +5,428	+7%	+$617K	1.51%	21
2025 Q2	$9.62M	Buy	75,520 +7,756	+11%	+$841K	1.6%	18
2025 Q1	$5.97M	Buy	67,764 +31,920	+89%	+$3.04M	1.25%	28
2024 Q4	$3.07M	Buy	35,844 +34,244	+2,140%	+$2.85M	0.61%	44
2024 Q3	$112K	Hold	1,600	–	–	0.02%	104
2024 Q2	$153K	Hold	1,600	–	–	0.03%	88
2024 Q1	$128K	Hold	1,600	–	–	0.03%	99
2023 Q4	$102K	Hold	1,600	–	–	0.03%	104
2023 Q3	$67K	Hold	1,600	–	–	0.02%	120
2023 Q2	$58.7K	Hold	1,600	–	–	0.02%	133
2023 Q1	$54.9K	Sell	1,600 -540	-25%	-$15.6K	0.02%	140
2022 Q4	$56.3K	Buy	+2,140	New	+$73.2K	0.02%	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

Trifecta Capital Advisors's CRWD Position: Q2 2026 in Review

Trifecta Capital Advisors increased its CrowdStrike (CRWD) stake by 7.4% in Q2 2026, buying an estimated $951K and bringing the position to 96,964 shares worth $18.5M. The position accounts for 2.38% of the portfolio, ranked #15.

Trifecta Capital Advisors first reported a position in CRWD in Q4 2022 and has held it in 15 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Trifecta Capital Advisors held 96,964 shares of CrowdStrike worth $18.5M as of Q2 2026.
Trifecta Capital Advisors bought 6,696 CrowdStrike shares in Q2 2026, an estimated $951K.
CrowdStrike made up 2.38% of Trifecta Capital Advisors's portfolio in Q2 2026, its #15 holding.
Trifecta Capital Advisors first reported a position in CrowdStrike in Q4 2022 and has held it in 15 quarters since.
2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.