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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co Wealth Management's CRWD Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its CrowdStrike (CRWD) stake by 0.75% in Q1 2026, selling an estimated $1.7K and leaving 2,104 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Bartlett & Co Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 24 quarters since. The position peaked at $307K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Bartlett & Co Wealth Management held 2,104 shares of CrowdStrike worth $247K as of Q1 2026.
Bartlett & Co Wealth Management sold 16 CrowdStrike shares in Q1 2026, an estimated $1.7K.
CrowdStrike made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #426 holding.
Bartlett & Co Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 24 quarters since.
Bartlett & Co Wealth Management's CrowdStrike position peaked at $307K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.