Claris Financial’s CrowdStrike CRWD Stock Holding History

Claris Financial’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	–	Sell	-1,888	Closed	-$221K	–	179
2025 Q4	$221K	Buy	+1,888	New	+$240K	0.12%	158

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

Claris Financial's CRWD Position: Q1 2026 in Review

Claris Financial sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 1,888 shares — an estimated $221K sold.

Claris Financial first reported a position in CRWD in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Claris Financial reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
Claris Financial sold 1,888 CrowdStrike shares in Q1 2026, an estimated $221K.
Claris Financial first reported a position in CrowdStrike in Q4 2025 and held it in 1 quarter.
Claris Financial's CrowdStrike position peaked at $221K in Q4 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.