Clifford Swan Investment Counsel’s CrowdStrike CRWD Stock Holding History

Clifford Swan Investment Counsel’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	$466K	Sell	2,444 -84	-3%	-$11.9K	0.02%	227
2026 Q1	$247K	Buy	2,528 +480	+23%	+$50.9K	0.01%	299
2025 Q4	$240K	Hold	2,048	–	–	0.01%	301
2025 Q3	$251K	Hold	2,048	–	–	0.01%	296
2025 Q2	$261K	Buy	+2,048	New	+$222K	0.01%	282

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

Clifford Swan Investment Counsel's CRWD Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its CrowdStrike (CRWD) stake by 3.3% in Q2 2026, selling an estimated $11.9K and leaving 2,444 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #227.

Clifford Swan Investment Counsel first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Clifford Swan Investment Counsel held 2,444 shares of CrowdStrike worth $466K as of Q2 2026.
Clifford Swan Investment Counsel sold 84 CrowdStrike shares in Q2 2026, an estimated $11.9K.
CrowdStrike made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #227 holding.
Clifford Swan Investment Counsel first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.