Bartlett & Co Wealth Management
CRWD icon

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
Q3 		$2.03M Buy
7,676
+5,488
+251% +$1.16M 0.02% 211
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% +$100K ﹤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% 816
2020
Q1 		$557 Buy
+40
New +$565 ﹤0.01% 819

Other funds holding CRWD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bartlett & Co Wealth Management's CRWD Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its CrowdStrike (CRWD) stake by 251% in Q3 2026, buying an estimated $1.16M and bringing the position to 7,676 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #211.

Bartlett & Co Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 26 quarters since. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Bartlett & Co Wealth Management held 7,676 shares of CrowdStrike worth $2.03M as of Q3 2026.
  • Bartlett & Co Wealth Management bought 5,488 CrowdStrike shares in Q3 2026, an estimated $1.16M.
  • CrowdStrike made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #211 holding.
  • Bartlett & Co Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 26 quarters since.
  • 2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.