Caldwell Trust
CRWD icon

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
Q3 		$408K Buy
1,542
+282
+22% +$59.9K 0.03% 254
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 		$8.82K Buy
+100
New +$9.5K ﹤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 		$7.86K Buy
128
+8
+7% +$516 ﹤0.01% 648
2021
Q2 		$7.54K Hold
120
– – ﹤0.01% 654
2021
Q1 		$5.48K Hold
120
– – ﹤0.01% 665
2020
Q4 		$6.36K Buy
+120
New +$4.68K ﹤0.01% 655

Other funds holding CRWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Caldwell Trust's CRWD Position: Q3 2026 in Review

Caldwell Trust increased its CrowdStrike (CRWD) stake by 22% in Q3 2026, buying an estimated $59.9K and bringing the position to 1,542 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #254.

Caldwell Trust first reported a position in CRWD in Q4 2020 and has held it in 16 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Caldwell Trust held 1,542 shares of CrowdStrike worth $408K as of Q3 2026.
  • Caldwell Trust bought 282 CrowdStrike shares in Q3 2026, an estimated $59.9K.
  • CrowdStrike made up 0.03% of Caldwell Trust's portfolio in Q3 2026, its #254 holding.
  • Caldwell Trust first reported a position in CrowdStrike in Q4 2020 and has held it in 16 quarters since.
  • 1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.