Ascent Wealth Partners’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Ascent Wealth Partners's CRWD Position: Q1 2026 in Review

Ascent Wealth Partners increased its CrowdStrike (CRWD) stake by 3.9% in Q1 2026, buying an estimated $114K and bringing the position to 28,476 shares worth $2.78M. The position accounts for 0.32% of the portfolio, ranked #73.

Ascent Wealth Partners first reported a position in CRWD in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.5M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Ascent Wealth Partners held 28,476 shares of CrowdStrike worth $2.78M as of Q1 2026.
  • Ascent Wealth Partners bought 1,080 CrowdStrike shares in Q1 2026, an estimated $114K.
  • CrowdStrike made up 0.32% of Ascent Wealth Partners's portfolio in Q1 2026, its #73 holding.
  • Ascent Wealth Partners first reported a position in CrowdStrike in Q1 2022 and has held it in 16 quarters since.
  • Ascent Wealth Partners's CrowdStrike position peaked at $3.5M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.