CFO
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Callan Family Office’s CrowdStrike CRWD Stock Holding History

Callan Family Office’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 		$16.1M Buy
84,632
+7,868
+10% +$1.12M 0.32% 61
2026
Q1 		$7.49M Sell
76,764
-3,200
-4% -$339K 0.17% 121
2025
Q4 		$9.37M Buy
79,964
+6,408
+9% +$816K 0.2% 98
2025
Q3 		$9.02M Sell
73,556
-1,804
-2% -$205K 0.29% 68
2025
Q2 		$9.6M Buy
75,360
+50,028
+197% +$5.42M 0.3% 66
2025
Q1 		$2.23M Sell
25,332
-1,864
-7% -$178K 0.17% 119
2024
Q4 		$2.33M Buy
+27,196
New +$2.26M 0.15% 130

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 $3.38T AUM 44.17% 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

Callan Family Office's CRWD Position: Q2 2026 in Review

Callan Family Office increased its CrowdStrike (CRWD) stake by 10% in Q2 2026, buying an estimated $1.12M and bringing the position to 84,632 shares worth $16.1M. The position accounts for 0.32% of the portfolio, ranked #61.

Callan Family Office first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Callan Family Office held 84,632 shares of CrowdStrike worth $16.1M as of Q2 2026.
  • Callan Family Office bought 7,868 CrowdStrike shares in Q2 2026, an estimated $1.12M.
  • CrowdStrike made up 0.32% of Callan Family Office's portfolio in Q2 2026, its #61 holding.
  • Callan Family Office first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.