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 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 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

Callan Family Office's CRWD Position: Q1 2026 in Review

Callan Family Office reduced its CrowdStrike (CRWD) stake by 4% in Q1 2026, selling an estimated $339K and leaving 76,764 shares worth $7.49M. The position accounts for 0.17% of the portfolio, ranked #121.

Callan Family Office first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.6M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Callan Family Office held 76,764 shares of CrowdStrike worth $7.49M as of Q1 2026.
Callan Family Office sold 3,200 CrowdStrike shares in Q1 2026, an estimated $339K.
CrowdStrike made up 0.17% of Callan Family Office's portfolio in Q1 2026, its #121 holding.
Callan Family Office first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's CrowdStrike position peaked at $9.6M in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.