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 Q1	$547K	Hold	5,600	–	–	﹤0.01%	1023
2025 Q4	$656K	Hold	5,600	–	–	﹤0.01%	867
2025 Q3	$687K	Sell	5,600 -1,600	-22%	-$182K	﹤0.01%	764
2025 Q2	$917K	Sell	7,200 -1,200	-14%	-$130K	0.01%	613
2025 Q1	$740K	Sell	8,400 -800	-9%	-$76.2K	0.01%	637
2024 Q4	$787K	Sell	9,200 -3,132,064	-100%	-$260M	0.01%	611
2024 Q3	$2.8K	Buy	3,141,264 +3,130,064	+27,947%	+$222M	﹤0.01%	1056
2024 Q2	$1.07M	Sell	11,200 -400	-3%	-$33.3K	0.01%	510
2024 Q1	$930K	Sell	11,600 -7,200	-38%	-$551K	0.01%	575
2023 Q4	$1.2M	Buy	+18,800	New	+$984K	0.01%	514

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

United Capital Financial Advisors's CRWD Position: Q1 2026 in Review

United Capital Financial Advisors increased its CrowdStrike (CRWD) stake by 1.9% in Q1 2026, buying an estimated $142K and bringing the position to 71,924 shares worth $7.02M. The position accounts for 0.04% of the portfolio, ranked #298.

United Capital Financial Advisors first reported a position in CRWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.27M in Q4 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

United Capital Financial Advisors held 71,924 shares of CrowdStrike worth $7.02M as of Q1 2026.
United Capital Financial Advisors bought 1,336 CrowdStrike shares in Q1 2026, an estimated $142K.
CrowdStrike made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #298 holding.
United Capital Financial Advisors first reported a position in CrowdStrike in Q2 2020 and has held it in 24 quarters since.
United Capital Financial Advisors's CrowdStrike position peaked at $8.27M in Q4 2025.
2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.