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Birchwood Financial Partners’s CrowdStrike CRWD Stock Holding History

Birchwood Financial Partners’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 		$153K Hold
804
– – 0.13% 100
2026
Q1 		$78.5K Hold
804
– – 0.08% 129
2025
Q4 		$94.2K Buy
+804
New +$102K 0.09% 114

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Invesco
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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Birchwood Financial Partners's CRWD Position: Q2 2026 in Review

Birchwood Financial Partners held its CrowdStrike (CRWD) position steady in Q2 2026 at 804 shares worth $153K. The position accounts for 0.13% of the portfolio, ranked #100.

Birchwood Financial Partners first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Birchwood Financial Partners held 804 shares of CrowdStrike worth $153K as of Q2 2026.
  • Birchwood Financial Partners left its CrowdStrike share count unchanged in Q2 2026.
  • CrowdStrike made up 0.13% of Birchwood Financial Partners's portfolio in Q2 2026, its #100 holding.
  • Birchwood Financial Partners first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.