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Waverly Advisors’s CrowdStrike CRWD Stock Holding History

Waverly 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 		$6.08M Sell
31,852
-24,508
-43% -$3.48M 0.04% 397
2026
Q1 		$5.5M Buy
56,360
+24,792
+79% +$2.63M 0.04% 390
2025
Q4 		$3.7M Buy
31,568
+16,800
+114% +$2.14M 0.03% 441
2025
Q3 		$1.81M Buy
14,768
+648
+5% +$73.7K 0.02% 525
2025
Q2 		$1.8M Buy
14,120
+1,988
+16% +$215K 0.02% 510
2025
Q1 		$1.07M Buy
12,132
+3,636
+43% +$346K 0.01% 590
2024
Q4 		$727K Buy
8,496
+4,228
+99% +$351K 0.01% 587
2024
Q3 		$299K Sell
4,268
-2,276
-35% -$162K 0.01% 684
2024
Q2 		$627K Buy
6,544
+1,260
+24% +$105K 0.01% 525
2024
Q1 		$424K Buy
+5,284
New +$404K 0.01% 509

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 $3.38T AUM 44.17% 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

Waverly Advisors's CRWD Position: Q2 2026 in Review

Waverly Advisors reduced its CrowdStrike (CRWD) stake by 43% in Q2 2026, selling an estimated $3.48M and leaving 31,852 shares worth $6.08M. The position accounts for 0.04% of the portfolio, ranked #397.

Waverly Advisors first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Waverly Advisors held 31,852 shares of CrowdStrike worth $6.08M as of Q2 2026.
  • Waverly Advisors sold 24,508 CrowdStrike shares in Q2 2026, an estimated $3.48M.
  • CrowdStrike made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #397 holding.
  • Waverly Advisors first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.