Bartlett & Co Wealth Management’s CrowdStrike CRWD Stock Holding History

Bartlett & Co Wealth Management’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	$418K	Buy	2,188 +84	+4%	+$11.9K	0.01%	375
2026 Q1	$247K	Sell	2,104 -16	-0.8%	-$1.7K	﹤0.01%	426
2025 Q4	$249K	Buy	2,120 +48	+2%	+$6.11K	﹤0.01%	428
2025 Q3	$254K	Sell	2,072 -340	-14%	-$38.7K	﹤0.01%	421
2025 Q2	$307K	Buy	2,412 +920	+62%	+$99.7K	﹤0.01%	390
2025 Q1	$132K	Buy	1,492 +1,292	+646%	+$123K	﹤0.01%	501
2024 Q4	$17.1K	Hold	200	–	–	﹤0.01%	829
2024 Q3	$14K	Sell	200 -200	-50%	-$14.2K	﹤0.01%	875
2024 Q2	$38.3K	Hold	400	–	–	﹤0.01%	706
2024 Q1	$32.1K	Hold	400	–	–	﹤0.01%	733
2023 Q4	$25.6K	Hold	400	–	–	﹤0.01%	827
2023 Q3	$16.7K	Sell	400 -40	-9%	-$1.55K	﹤0.01%	857
2023 Q2	$16.2K	Hold	440	–	–	﹤0.01%	856
2023 Q1	$15.1K	Hold	440	–	–	﹤0.01%	759
2022 Q4	$11.6K	Hold	440	–	–	﹤0.01%	809
2022 Q3	$18.1K	Hold	440	–	–	﹤0.01%	723
2022 Q2	$18.5K	Hold	440	–	–	﹤0.01%	749
2022 Q1	$25K	Buy	+440	New	+$20.5K	﹤0.01%	697
2021 Q4	–	Sell	-440	Closed	-$27K	–	498
2021 Q3	$27K	Hold	440	–	–	﹤0.01%	600
2021 Q2	$27.6K	Hold	440	–	–	﹤0.01%	595
2021 Q1	$20.1K	Hold	440	–	–	﹤0.01%	667
2020 Q4	$23.3K	Hold	440	–	–	﹤0.01%	647
2020 Q3	$15.1K	Buy	440 +400	+1,000%	+$11.7K	﹤0.01%	646
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	815
2020 Q1	$557	Buy	+40	New	+$565	﹤0.01%	819

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bartlett & Co Wealth Management's CRWD Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its CrowdStrike (CRWD) stake by 4% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,188 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #375.

Bartlett & Co Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 25 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Bartlett & Co Wealth Management held 2,188 shares of CrowdStrike worth $418K as of Q2 2026.
Bartlett & Co Wealth Management bought 84 CrowdStrike shares in Q2 2026, an estimated $11.9K.
CrowdStrike made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #375 holding.
Bartlett & Co Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 25 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.