Cyndeo Wealth Partners’s CrowdStrike CRWD Stock Holding History

Cyndeo 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 Q2	$1.01M	Sell	5,268 -880	-14%	-$125K	0.05%	260
2026 Q1	$600K	Sell	6,148 -9,572	-61%	-$1.01M	0.03%	299
2025 Q4	$1.84M	Buy	15,720 +1,192	+8%	+$152K	0.1%	175
2025 Q3	$1.78M	Buy	14,528 +56	+0.4%	+$6.37K	0.1%	177
2025 Q2	$1.84M	Buy	14,472 +9,200	+175%	+$997K	0.11%	168
2025 Q1	$465K	Sell	5,272 -1,096	-17%	-$104K	0.03%	310
2024 Q4	$545K	Buy	6,368 +20	+0.3%	+$1.66K	0.04%	282
2024 Q3	$445K	Sell	6,348 -6,092	-49%	-$433K	0.03%	313
2024 Q2	$1.19M	Buy	12,440 +7,384	+146%	+$614K	0.09%	192
2024 Q1	$405K	Buy	+5,056	New	+$387K	0.03%	283

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

Cyndeo Wealth Partners's CRWD Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its CrowdStrike (CRWD) stake by 14% in Q2 2026, selling an estimated $125K and leaving 5,268 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #260.

Cyndeo Wealth Partners first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q2 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Cyndeo Wealth Partners held 5,268 shares of CrowdStrike worth $1.01M as of Q2 2026.
Cyndeo Wealth Partners sold 880 CrowdStrike shares in Q2 2026, an estimated $125K.
CrowdStrike made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #260 holding.
Cyndeo Wealth Partners first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
Cyndeo Wealth Partners's CrowdStrike position peaked at $1.84M in Q2 2025.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.