Visionary Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Visionary 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	$1.81M	Sell	9,488 -488	-5%	-$69.3K	0.07%	219
2026 Q1	$974K	Buy	9,976 +1,456	+17%	+$154K	0.04%	293
2025 Q4	$998K	Buy	8,520 +684	+9%	+$87.1K	0.05%	279
2025 Q3	$961K	Sell	7,836 -2,040	-21%	-$232K	0.04%	281
2025 Q2	$1.26M	Buy	9,876 +7,356	+292%	+$797K	0.06%	244
2025 Q1	$222K	Buy	+2,520	New	+$240K	0.01%	505
2024 Q3	–	Sell	-4,032	Closed	-$386K	–	538
2024 Q2	$386K	Buy	4,032 +80	+2%	+$6.65K	0.03%	368
2024 Q1	$317K	Buy	3,952 +516	+15%	+$39.5K	0.02%	400
2023 Q4	$219K	Buy	+3,436	New	+$180K	0.02%	448
2021 Q3	–	Sell	-3,184	Closed	-$200K	–	329
2021 Q2	$200K	Sell	3,184 -1,508	-32%	-$81.1K	0.02%	320
2021 Q1	$214K	Buy	+4,692	New	+$248K	0.02%	303

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Visionary Wealth Advisors reduced its CrowdStrike (CRWD) stake by 4.9% in Q2 2026, selling an estimated $69.3K and leaving 9,488 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #219.

Visionary Wealth Advisors first reported a position in CRWD in Q1 2021 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Visionary Wealth Advisors held 9,488 shares of CrowdStrike worth $1.81M as of Q2 2026.
Visionary Wealth Advisors sold 488 CrowdStrike shares in Q2 2026, an estimated $69.3K.
CrowdStrike made up 0.07% of Visionary Wealth Advisors's portfolio in Q2 2026, its #219 holding.
Visionary Wealth Advisors first reported a position in CrowdStrike in Q1 2021 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.