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VisionPoint Advisory Group’s CrowdStrike CRWD Stock Holding History

VisionPoint Advisory Group’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
-3,136
Closed -$306K – 486
2026
Q1 		$306K Sell
3,136
-28
-0.9% -$2.97K 0.06% 332
2025
Q4 		$371K Buy
+3,164
New +$403K 0.07% 259

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

VisionPoint Advisory Group's CRWD Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 3,136 shares — an estimated $306K sold.

VisionPoint Advisory Group first reported a position in CRWD in Q4 2025 and held it in 2 quarters. The position peaked at $371K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3,136 CrowdStrike shares in Q2 2026, an estimated $306K.
  • VisionPoint Advisory Group first reported a position in CrowdStrike in Q4 2025 and held it in 2 quarters.
  • VisionPoint Advisory Group's CrowdStrike position peaked at $371K in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.