UAG
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United Advisor Group’s CrowdStrike CRWD Stock Holding History

United Advisor Group’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 		$1.38M Buy
7,220
+4,852
+205% +$689K 0.15% 167
2026
Q1 		$231K Sell
2,368
-16
-0.7% -$1.7K 0.03% 458
2025
Q4 		$279K Sell
2,384
-512
-18% -$65.2K 0.03% 393
2025
Q3 		$355K Buy
2,896
+64
+2% +$7.28K 0.05% 327
2025
Q2 		$361K Buy
2,832
+204
+8% +$22.1K 0.06% 284
2025
Q1 		$232K Sell
2,628
-200
-7% -$19.1K 0.05% 320
2024
Q4 		$242K Buy
+2,828
New +$235K 0.05% 323

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

United Advisor Group's CRWD Position: Q2 2026 in Review

United Advisor Group increased its CrowdStrike (CRWD) stake by 205% in Q2 2026, buying an estimated $689K and bringing the position to 7,220 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #167.

United Advisor Group first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,456 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • United Advisor Group held 7,220 shares of CrowdStrike worth $1.38M as of Q2 2026.
  • United Advisor Group bought 4,852 CrowdStrike shares in Q2 2026, an estimated $689K.
  • CrowdStrike made up 0.15% of United Advisor Group's portfolio in Q2 2026, its #167 holding.
  • United Advisor Group first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,456 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.