Evelyn Partners Investment Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.02M Sell
20,740
-200
-1% -$21.2K 0.06% 103
2025
Q4
$2.45M Sell
20,940
-860
-4% -$109K 0.07% 96
2025
Q3
$2.67M Hold
21,800
0.08% 93
2025
Q2
$2.78M Sell
21,800
-140
-0.6% -$15.2K 0.08% 93
2025
Q1
$1.93M Sell
21,940
-1,040
-5% -$99.1K 0.06% 101
2024
Q4
$1.97M Buy
+22,980
New +$1.91M 0.06% 99

Other funds holding CRWD

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

Evelyn Partners Investment Management reduced its CrowdStrike (CRWD) stake by 0.96% in Q1 2026, selling an estimated $21.2K and leaving 20,740 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #103.

Evelyn Partners Investment Management first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.78M in Q2 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Evelyn Partners Investment Management held 20,740 shares of CrowdStrike worth $2.02M as of Q1 2026.
  • Evelyn Partners Investment Management sold 200 CrowdStrike shares in Q1 2026, an estimated $21.2K.
  • CrowdStrike made up 0.06% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #103 holding.
  • Evelyn Partners Investment Management first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's CrowdStrike position peaked at $2.78M in Q2 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

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