Evergreen Wealth Solutions
CRWD icon

Evergreen Wealth Solutions’s CrowdStrike CRWD Stock Holding History

Evergreen Wealth Solutions’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 		$3.03M Buy
13,415
+903
+7% +$128K 0.16% 100
2026
Q1 		$1.22M Buy
+12,512
New +$1.33M 0.09% 145

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Invesco
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JP Morgan Chase
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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

Evergreen Wealth Solutions's CRWD Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its CrowdStrike (CRWD) stake by 7.2% in Q2 2026, buying an estimated $128K and bringing the position to 13,415 shares worth $3.03M. The position accounts for 0.16% of the portfolio, ranked #100.

Evergreen Wealth Solutions first reported a position in CRWD in Q1 2026 and has held it in 2 quarters since. 2,472 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Evergreen Wealth Solutions held 13,415 shares of CrowdStrike worth $3.03M as of Q2 2026.
  • Evergreen Wealth Solutions bought 903 CrowdStrike shares in Q2 2026, an estimated $128K.
  • CrowdStrike made up 0.16% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #100 holding.
  • Evergreen Wealth Solutions first reported a position in CrowdStrike in Q1 2026 and has held it in 2 quarters since.
  • 2,472 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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