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Evelyn Partners Asset Management’s CrowdStrike CRWD Stock Holding History

Evelyn Partners Asset Management’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 		$74.6K Hold
764
– – 0.02% 150
2025
Q4 		$89.5K Sell
764
-180
-19% -$22.9K 0.02% 130
2025
Q3 		$116K Buy
+944
New +$107K 0.03% 117

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Evelyn Partners Asset Management's CRWD Position: Q1 2026 in Review

Evelyn Partners Asset Management held its CrowdStrike (CRWD) position steady in Q1 2026 at 764 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #150.

Evelyn Partners Asset Management first reported a position in CRWD in Q3 2025 and has held it in 3 quarters since. The position peaked at $116K in Q3 2025. 2,084 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Evelyn Partners Asset Management held 764 shares of CrowdStrike worth $74.6K as of Q1 2026.
  • Evelyn Partners Asset Management left its CrowdStrike share count unchanged in Q1 2026.
  • CrowdStrike made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #150 holding.
  • Evelyn Partners Asset Management first reported a position in CrowdStrike in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's CrowdStrike position peaked at $116K in Q3 2025.
  • 2,084 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.