Barrett & Company’s CrowdStrike CRWD Stock Holding History

Barrett & Company’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	$145K	Buy	760 +360	+90%	+$51.1K	0.04%	197
2026 Q1	$39K	Sell	400 -1,800	-82%	-$191K	0.01%	318
2025 Q4	$258K	Sell	2,200 -180	-8%	-$22.9K	0.09%	132
2025 Q3	$292K	Sell	2,380 -4,800	-67%	-$546K	0.1%	120
2025 Q2	$914K	Buy	7,180 +180	+3%	+$19.5K	0.34%	51
2025 Q1	$617K	Hold	7,000	–	–	0.27%	67
2024 Q4	$599K	Buy	7,000 +1,000	+17%	+$83.1K	0.25%	67
2024 Q3	$421K	Hold	6,000	–	–	0.18%	84
2024 Q2	$575K	Hold	6,000	–	–	0.26%	65
2024 Q1	$481K	Buy	6,000 +5,800	+2,900%	+$444K	0.23%	77
2023 Q4	$12.8K	Hold	200	–	–	0.01%	391
2023 Q3	$8.37K	Hold	200	–	–	﹤0.01%	432
2023 Q2	$7.34K	Hold	200	–	–	﹤0.01%	435
2023 Q1	$6.86K	Hold	200	–	–	﹤0.01%	420
2022 Q4	$5.26K	Hold	200	–	–	﹤0.01%	442
2022 Q3	$5.26K	Buy	+200	New	+$9.15K	﹤0.01%	442

Other funds holding CRWD

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Barrett & Company's CRWD Position: Q2 2026 in Review

Barrett & Company increased its CrowdStrike (CRWD) stake by 90% in Q2 2026, buying an estimated $51.1K and bringing the position to 760 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #197.

Barrett & Company first reported a position in CRWD in Q3 2022 and has held it in 16 quarters since. The position peaked at $914K in Q2 2025. 1,112 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Barrett & Company held 760 shares of CrowdStrike worth $145K as of Q2 2026.
Barrett & Company bought 360 CrowdStrike shares in Q2 2026, an estimated $51.1K.
CrowdStrike made up 0.04% of Barrett & Company's portfolio in Q2 2026, its #197 holding.
Barrett & Company first reported a position in CrowdStrike in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's CrowdStrike position peaked at $914K in Q2 2025.
1,112 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.