UAG
CRWD icon

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
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 $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 $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Advisor Group's CRWD Position: Q1 2026 in Review

United Advisor Group reduced its CrowdStrike (CRWD) stake by 0.67% in Q1 2026, selling an estimated $1.7K and leaving 2,368 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #458.

United Advisor Group first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • United Advisor Group held 2,368 shares of CrowdStrike worth $231K as of Q1 2026.
  • United Advisor Group sold 16 CrowdStrike shares in Q1 2026, an estimated $1.7K.
  • CrowdStrike made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #458 holding.
  • United Advisor Group first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • United Advisor Group's CrowdStrike position peaked at $361K in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.