Concord Wealth Partners’s CrowdStrike CRWD Stock Holding History

Concord Wealth 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 Q1	–	Sell	-244	Closed	-$28.4K	–	314
2025 Q4	$28.4K	Buy	+244	New	+$31.1K	﹤0.01%	399
2024 Q1	–	Sell	-224	Closed	-$14.3K	–	861
2023 Q4	$14.3K	Hold	224	–	–	﹤0.01%	522
2023 Q3	$9.37K	Hold	224	–	–	﹤0.01%	630
2023 Q2	$8.22K	Hold	224	–	–	﹤0.01%	633
2023 Q1	$7.69K	Hold	224	–	–	﹤0.01%	624
2022 Q4	$5.9K	Buy	+224	New	+$7.67K	﹤0.01%	723
2022 Q3	–	Sell	-28	Closed	-$1K	–	351
2022 Q2	$1K	Sell	28 -2,036	-99%	-$92.2K	﹤0.01%	1112
2022 Q1	$117K	Buy	2,064 +28	+1%	+$1.3K	0.03%	272
2021 Q4	$104K	Buy	2,036 +1,588	+354%	+$96.7K	0.03%	304
2021 Q3	$28K	Sell	448 -652	-59%	-$42.1K	0.01%	313
2021 Q2	$69K	Buy	1,100 +1,056	+2,400%	+$56.8K	0.02%	297
2021 Q1	$2K	Buy	+44	New	+$2.33K	﹤0.01%	814

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

Concord Wealth Partners's CRWD Position: Q1 2026 in Review

Concord Wealth Partners sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 244 shares — an estimated $28.4K sold.

Concord Wealth Partners first reported a position in CRWD in Q1 2021 and held it in 12 quarters. The position peaked at $117K in Q1 2022. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Concord Wealth Partners reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 244 CrowdStrike shares in Q1 2026, an estimated $28.4K.
Concord Wealth Partners first reported a position in CrowdStrike in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's CrowdStrike position peaked at $117K in Q1 2022.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.