Cascade Financial Partners’s CrowdStrike CRWD Stock Holding History

Cascade 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	$7.8M	Sell	40,888 -5,268	-11%	-$748K	0.68%	33
2026 Q1	$4.5M	Buy	46,156 +52	+0.1%	+$5.51K	0.46%	56
2025 Q4	$5.4M	Sell	46,104 -2,248	-5%	-$286K	0.55%	40
2025 Q3	$5.93M	Buy	48,352 +820	+2%	+$93.2K	0.68%	29
2025 Q2	$6.05M	Hold	47,532	–	–	0.73%	28
2025 Q1	$4.19M	Buy	47,532 +40	+0.1%	+$3.81K	0.53%	37
2024 Q4	$4.06M	Sell	47,492 -2,092	-4%	-$174K	0.53%	37
2024 Q3	$3.82M	Sell	49,584 -56	-0.1%	-$3.98K	0.48%	41
2024 Q2	$4.76M	Buy	49,640 +100	+0.2%	+$8.31K	0.63%	29
2024 Q1	$3.83M	Buy	+49,540	New	+$3.79M	0.55%	35

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Cascade Financial Partners reduced its CrowdStrike (CRWD) stake by 11% in Q2 2026, selling an estimated $748K and leaving 40,888 shares worth $7.8M. The position accounts for 0.68% of the portfolio, ranked #33.

Cascade Financial Partners first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Cascade Financial Partners held 40,888 shares of CrowdStrike worth $7.8M as of Q2 2026.
Cascade Financial Partners sold 5,268 CrowdStrike shares in Q2 2026, an estimated $748K.
CrowdStrike made up 0.68% of Cascade Financial Partners's portfolio in Q2 2026, its #33 holding.
Cascade Financial Partners first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.