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Crestwood Advisors Group’s CrowdStrike CRWD Stock Holding History

Crestwood Advisors Group’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 		$4.07M Buy
21,336
+3,308
+18% +$470K 0.06% 167
2026
Q1 		$1.76M Sell
18,028
-6,372
-26% -$675K 0.03% 239
2025
Q4 		$2.86M Buy
24,400
+84
+0.3% +$10.7K 0.05% 182
2025
Q3 		$2.98M Buy
24,316
+8,856
+57% +$1.01M 0.05% 174
2025
Q2 		$1.97M Buy
15,460
+88
+0.6% +$9.54K 0.04% 210
2025
Q1 		$1.35M Buy
15,372
+756
+5% +$72K 0.03% 243
2024
Q4 		$1.25M Buy
14,616
+11,468
+364% +$953K 0.02% 229
2024
Q3 		$221K Sell
3,148
-2,004
-39% -$142K ﹤0.01% 414
2024
Q2 		$494K Sell
5,152
-484
-9% -$40.2K 0.01% 279
2024
Q1 		$452K Buy
5,636
+612
+12% +$46.8K 0.01% 292
2023
Q4 		$321K Sell
5,024
-4
-0.1% -$209 0.01% 321
2023
Q3 		$210K Buy
+5,028
New +$195K 0.01% 344
2022
Q4 		– Sell
-5,800
Closed -$239K – 272
2022
Q3 		$239K Buy
5,800
+400
+7% +$18.3K 0.01% 240
2022
Q2 		$228K Sell
5,400
-1,120
-17% -$50.7K 0.01% 239
2022
Q1 		$370K Buy
6,520
+280
+4% +$13K 0.01% 226
2021
Q4 		$319K Buy
+6,240
New +$380K 0.01% 246

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Crestwood Advisors Group's CRWD Position: Q2 2026 in Review

Crestwood Advisors Group increased its CrowdStrike (CRWD) stake by 18% in Q2 2026, buying an estimated $470K and bringing the position to 21,336 shares worth $4.07M. The position accounts for 0.06% of the portfolio, ranked #167.

Crestwood Advisors Group first reported a position in CRWD in Q4 2021 and has held it in 16 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Crestwood Advisors Group held 21,336 shares of CrowdStrike worth $4.07M as of Q2 2026.
  • Crestwood Advisors Group bought 3,308 CrowdStrike shares in Q2 2026, an estimated $470K.
  • CrowdStrike made up 0.06% of Crestwood Advisors Group's portfolio in Q2 2026, its #167 holding.
  • Crestwood Advisors Group first reported a position in CrowdStrike in Q4 2021 and has held it in 16 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.