UAS
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United Asset Strategies’s CrowdStrike CRWD Stock Holding History

United Asset Strategies’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 		– Sell
-8,524
Closed -$832K – 263
2026
Q1 		$832K Buy
8,524
+392
+5% +$41.5K 0.07% 156
2025
Q4 		$953K Buy
+8,132
New +$1.04M 0.07% 147

Other funds holding CRWD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

United Asset Strategies's CRWD Position: Q2 2026 in Review

United Asset Strategies sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 8,524 shares — an estimated $832K sold.

United Asset Strategies first reported a position in CRWD in Q4 2025 and held it in 2 quarters. The position peaked at $953K in Q4 2025. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • United Asset Strategies reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • United Asset Strategies sold 8,524 CrowdStrike shares in Q2 2026, an estimated $832K.
  • United Asset Strategies first reported a position in CrowdStrike in Q4 2025 and held it in 2 quarters.
  • United Asset Strategies's CrowdStrike position peaked at $953K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.