EWM
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Evercore Wealth Management’s CrowdStrike CRWD Stock Holding History

Evercore Wealth 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
Q2 		$252K Buy
+1,320
New +$188K ﹤0.01% 367
2025
Q1 		– Sell
-4,060
Closed -$347K – 420
2024
Q4 		$347K Hold
4,060
– – 0.01% 324
2024
Q3 		$285K Sell
4,060
-36
-0.9% -$2.56K ﹤0.01% 350
2024
Q2 		$392K Buy
+4,096
New +$341K 0.01% 304

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

Evercore Wealth Management's CRWD Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,320 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in CRWD as recently as Q4 2024.

Evercore Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 4 quarters since. The position peaked at $392K in Q2 2024. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Evercore Wealth Management held 1,320 shares of CrowdStrike worth $252K as of Q2 2026.
  • CrowdStrike was a new Evercore Wealth Management position in Q2 2026.
  • CrowdStrike made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Evercore Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 4 quarters since.
  • Evercore Wealth Management's CrowdStrike position peaked at $392K in Q2 2024.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.