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Caldwell Trust’s CrowdStrike CRWD Stock Holding History

Caldwell Trust’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 		$240K Buy
1,260
+120
+11% +$17K 0.02% 311
2026
Q1 		$111K Sell
1,140
-80
-7% -$8.48K 0.01% 397
2025
Q4 		$143K Buy
1,220
+320
+36% +$40.7K 0.01% 361
2025
Q3 		$110K Hold
900
– – 0.01% 372
2025
Q2 		$115K Buy
900
+800
+800% +$86.7K 0.01% 366
2025
Q1 		$8.81K Buy
+100
New +$9.53K ﹤0.01% 646
2024
Q1 		– Sell
-136
Closed -$8.68K – 714
2023
Q4 		$8.68K Buy
+136
New +$7.12K ﹤0.01% 619
2022
Q4 		– Sell
-120
Closed -$4.94K – 731
2022
Q3 		$4.94K Hold
120
– – ﹤0.01% 657
2022
Q2 		$5.06K Hold
120
– – ﹤0.01% 678
2022
Q1 		$6.81K Sell
120
-8
-6% -$373 ﹤0.01% 666
2021
Q4 		$6.55K Hold
128
– – ﹤0.01% 661
2021
Q3 		$7.87K Buy
128
+8
+7% +$516 ﹤0.01% 648
2021
Q2 		$7.54K Hold
120
– – ﹤0.01% 654
2021
Q1 		$5.47K Hold
120
– – ﹤0.01% 665
2020
Q4 		$6.36K Buy
+120
New +$4.68K ﹤0.01% 655

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Caldwell Trust's CRWD Position: Q2 2026 in Review

Caldwell Trust increased its CrowdStrike (CRWD) stake by 11% in Q2 2026, buying an estimated $17K and bringing the position to 1,260 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #311.

Caldwell Trust first reported a position in CRWD in Q4 2020 and has held it in 15 quarters since. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Caldwell Trust held 1,260 shares of CrowdStrike worth $240K as of Q2 2026.
  • Caldwell Trust bought 120 CrowdStrike shares in Q2 2026, an estimated $17K.
  • CrowdStrike made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #311 holding.
  • Caldwell Trust first reported a position in CrowdStrike in Q4 2020 and has held it in 15 quarters since.
  • 2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.