VWA
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Valued Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Valued Wealth 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 		$24.4K Buy
128
+24
+23% +$3.41K 0.01% 174
2026
Q1 		$10.2K Buy
+104
New +$11K ﹤0.01% 289
2024
Q4 		– Sell
-12
Closed -$842 – 651
2024
Q3 		$842 Buy
+12
New +$852 ﹤0.01% 476

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

Valued Wealth Advisors's CRWD Position: Q2 2026 in Review

Valued Wealth Advisors increased its CrowdStrike (CRWD) stake by 23% in Q2 2026, buying an estimated $3.41K and bringing the position to 128 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #174.

Valued Wealth Advisors first reported a position in CRWD in Q3 2024 and has held it in 3 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Valued Wealth Advisors held 128 shares of CrowdStrike worth $24.4K as of Q2 2026.
  • Valued Wealth Advisors bought 24 CrowdStrike shares in Q2 2026, an estimated $3.41K.
  • CrowdStrike made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Valued Wealth Advisors first reported a position in CrowdStrike in Q3 2024 and has held it in 3 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.