U.S. Capital Wealth Advisors’s CrowdStrike CRWD Stock Holding History

U.S. Capital 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	$7.09M	Buy	72,676 +1,940	+3%	+$206K	0.18%	138
2025 Q4	$8.29M	Buy	70,736 +3,932	+6%	+$501K	0.22%	117
2025 Q3	$8.19M	Sell	66,804 -576	-0.9%	-$65.5K	0.22%	118
2025 Q2	$8.58M	Buy	67,380 +6,600	+11%	+$715K	0.25%	105
2025 Q1	$5.36M	Sell	60,780 -10,888	-15%	-$1.04M	0.16%	151
2024 Q4	$6.13M	Sell	71,668 -5,592	-7%	-$465K	0.19%	129
2024 Q3	$5.42M	Buy	77,260 +55,736	+259%	+$3.96M	0.19%	117
2024 Q2	$2.06M	Buy	21,524 +5,256	+32%	+$437K	0.08%	238
2024 Q1	$1.3M	Sell	16,268 -1,008	-6%	-$77.2K	0.05%	303
2023 Q4	$1.1M	Buy	17,276 +904	+6%	+$47.3K	0.04%	321
2023 Q3	$685K	Sell	16,372 -18,692	-53%	-$726K	0.03%	371
2023 Q2	$1.29M	Buy	35,064 +24,976	+248%	+$870K	0.06%	280
2023 Q1	$346K	Buy	10,088 +2,808	+39%	+$81.2K	0.02%	507
2022 Q4	$192K	Buy	+7,280	New	+$249K	0.01%	613
2022 Q2	–	Sell	-6,188	Closed	-$351K	–	682
2022 Q1	$351K	Sell	6,188 -1,152	-16%	-$53.7K	0.01%	572
2021 Q4	$376K	Buy	7,340 +220	+3%	+$13.4K	0.01%	565
2021 Q3	$437K	Buy	+7,120	New	+$459K	0.02%	534

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's CRWD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its CrowdStrike (CRWD) stake by 2.7% in Q1 2026, buying an estimated $206K and bringing the position to 72,676 shares worth $7.09M. The position accounts for 0.18% of the portfolio, ranked #138.

U.S. Capital Wealth Advisors first reported a position in CRWD in Q3 2021 and has held it in 17 quarters since. The position peaked at $8.58M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

U.S. Capital Wealth Advisors held 72,676 shares of CrowdStrike worth $7.09M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,940 CrowdStrike shares in Q1 2026, an estimated $206K.
CrowdStrike made up 0.18% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #138 holding.
U.S. Capital Wealth Advisors first reported a position in CrowdStrike in Q3 2021 and has held it in 17 quarters since.
U.S. Capital Wealth Advisors's CrowdStrike position peaked at $8.58M in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.