UCFA
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United Capital Financial Advisors’s CrowdStrike CRWD Stock Holding History

United Capital Financial 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 		$14.2M Buy
74,184
+2,260
+3% +$321K 0.08% 197
2026
Q1 		$7.02M Buy
71,924
+1,336
+2% +$142K 0.04% 298
2025
Q4 		$8.27M Buy
70,588
+10,168
+17% +$1.29M 0.05% 280
2025
Q3 		$7.41M Buy
60,420
+4,652
+8% +$529K 0.05% 249
2025
Q2 		$7.1M Buy
55,768
+1,208
+2% +$131K 0.06% 244
2025
Q1 		$4.81M Buy
54,560
+3,760
+7% +$358K 0.04% 276
2024
Q4 		$4.35M Buy
50,800
+5,616
+12% +$467K 0.04% 284
2024
Q3 		$3.17M Buy
45,184
+1,084
+2% +$77K 0.03% 329
2024
Q2 		$4.22M Sell
44,100
-2,492
-5% -$207K 0.04% 289
2024
Q1 		$3.73M Sell
46,592
-5,332
-10% -$408K 0.03% 322
2023
Q4 		$3.31M Buy
51,924
+7,792
+18% +$408K 0.03% 341
2023
Q3 		$1.85M Sell
44,132
-1,600
-3% -$62.2K 0.01% 433
2023
Q2 		$1.68M Buy
45,732
+64
+0.1% +$2.23K 0.01% 465
2023
Q1 		$1.57M Sell
45,668
-19,024
-29% -$550K 0.01% 488
2022
Q4 		$1.7M Sell
64,692
-27,992
-30% -$958K 0.01% 508
2022
Q3 		$3.82M Sell
92,684
-1,280
-1% -$58.5K 0.02% 366
2022
Q2 		$3.96M Buy
93,964
+772
+0.8% +$35K 0.02% 371
2022
Q1 		$5.29M Sell
93,192
-4,696
-5% -$219K 0.03% 359
2021
Q4 		$5.01M Buy
97,888
+284
+0.3% +$17.3K 0.02% 374
2021
Q3 		$6M Sell
97,604
-5,872
-6% -$379K 0.03% 346
2021
Q2 		$6.5M Buy
103,476
+4,020
+4% +$216K 0.03% 342
2021
Q1 		$4.54M Buy
99,456
+8,048
+9% +$426K 0.03% 371
2020
Q4 		$4.84M Buy
91,408
+51,684
+130% +$2.01M 0.03% 361
2020
Q3 		$1.36M Buy
39,724
+4,924
+14% +$143K 0.01% 585
2020
Q2 		$873K Buy
+34,800
New +$698K 0.01% 704

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

United Capital Financial Advisors increased its CrowdStrike (CRWD) stake by 3.1% in Q2 2026, buying an estimated $321K and bringing the position to 74,184 shares worth $14.2M. The position accounts for 0.08% of the portfolio, ranked #197.

United Capital Financial Advisors first reported a position in CRWD in Q2 2020 and has held it in 25 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • United Capital Financial Advisors held 74,184 shares of CrowdStrike worth $14.2M as of Q2 2026.
  • United Capital Financial Advisors bought 2,260 CrowdStrike shares in Q2 2026, an estimated $321K.
  • CrowdStrike made up 0.08% of United Capital Financial Advisors's portfolio in Q2 2026, its #197 holding.
  • United Capital Financial Advisors first reported a position in CrowdStrike in Q2 2020 and has held it in 25 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.