AWP
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Ascent Wealth Partners’s CrowdStrike CRWD Stock Holding History

Ascent Wealth Partners’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 		$5.52M Buy
28,948
+472
+2% +$67.1K 0.55% 53
2026
Q1 		$2.78M Buy
28,476
+1,080
+4% +$114K 0.32% 73
2025
Q4 		$3.21M Buy
27,396
+164
+0.6% +$20.9K 0.37% 65
2025
Q3 		$3.34M Sell
27,232
-228
-0.8% -$25.9K 0.39% 62
2025
Q2 		$3.5M Buy
27,460
+44
+0.2% +$4.77K 0.43% 60
2025
Q1 		$2.42M Buy
27,416
+9,328
+52% +$889K 0.32% 67
2024
Q4 		$1.55M Buy
+18,088
New +$1.5M 0.21% 90
2024
Q3 		– Sell
-18,740
Closed -$1.8M – 156
2024
Q2 		$1.8M Buy
18,740
+108
+0.6% +$8.98K 0.26% 76
2024
Q1 		$1.49M Sell
18,632
-17,012
-48% -$1.3M 0.22% 87
2023
Q4 		$2.28M Buy
35,644
+9,176
+35% +$480K 0.37% 57
2023
Q3 		$1.11M Buy
26,468
+52
+0.2% +$2.02K 0.2% 90
2023
Q2 		$939K Buy
26,416
+1,704
+7% +$59.4K 0.17% 104
2023
Q1 		$848K Buy
24,712
+1,092
+5% +$31.6K 0.17% 107
2022
Q4 		$621K Buy
23,620
+4,268
+22% +$146K 0.13% 113
2022
Q3 		$797K Sell
19,352
-5,984
-24% -$274K 0.19% 96
2022
Q2 		$1.06M Buy
25,336
+8,956
+55% +$405K 0.24% 84
2022
Q1 		$930K Buy
+16,380
New +$763K 0.17% 87

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

Ascent Wealth Partners's CRWD Position: Q2 2026 in Review

Ascent Wealth Partners increased its CrowdStrike (CRWD) stake by 1.7% in Q2 2026, buying an estimated $67.1K and bringing the position to 28,948 shares worth $5.52M. The position accounts for 0.55% of the portfolio, ranked #53.

Ascent Wealth Partners first reported a position in CRWD in Q1 2022 and has held it in 17 quarters since. 2,455 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Ascent Wealth Partners held 28,948 shares of CrowdStrike worth $5.52M as of Q2 2026.
  • Ascent Wealth Partners bought 472 CrowdStrike shares in Q2 2026, an estimated $67.1K.
  • CrowdStrike made up 0.55% of Ascent Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Ascent Wealth Partners first reported a position in CrowdStrike in Q1 2022 and has held it in 17 quarters since.
  • 2,455 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.