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Everhart Financial Group’s CrowdStrike CRWD Stock Holding History

Everhart Financial Group’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 		$2.43M Sell
12,740
-1,384
-10% -$197K 0.16% 67
2026
Q1 		$1.38M Buy
14,124
+752
+6% +$79.7K 0.12% 119
2025
Q4 		$1.57M Buy
13,372
+828
+7% +$105K 0.15% 92
2025
Q3 		$1.54M Sell
12,544
-124
-1% -$14.1K 0.15% 83
2025
Q2 		$1.61M Buy
12,668
+4,228
+50% +$458K 0.19% 76
2025
Q1 		$744K Sell
8,440
-1,444
-15% -$138K 0.1% 143
2024
Q4 		$845K Buy
9,884
+1,352
+16% +$112K 0.17% 122
2024
Q3 		$598K Sell
8,532
-1,304
-13% -$92.6K 0.13% 170
2024
Q2 		$942K Buy
9,836
+1,692
+21% +$141K 0.24% 79
2024
Q1 		$653K Buy
8,144
+4,488
+123% +$344K 0.19% 115
2023
Q4 		$233K Buy
+3,656
New +$191K 0.08% 215
2022
Q4 		– Sell
-7,932
Closed -$326K – 199
2022
Q3 		$326K Buy
7,932
+668
+9% +$30.5K 0.18% 113
2022
Q2 		$306K Sell
7,264
-2,104
-22% -$95.3K 0.19% 118
2022
Q1 		$532K Buy
9,368
+3,764
+67% +$175K 0.31% 69
2021
Q4 		$287K Sell
5,604
-1,320
-19% -$80.4K 0.17% 92
2021
Q3 		$425K Buy
6,924
+152
+2% +$9.81K 0.29% 64
2021
Q2 		$426K Buy
6,772
+1,012
+18% +$54.4K 0.29% 58
2021
Q1 		$263K Sell
5,760
-40
-0.7% -$2.12K 0.23% 64
2020
Q4 		$307K Buy
+5,800
New +$226K 0.28% 58

Other funds holding CRWD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Everhart Financial Group's CRWD Position: Q2 2026 in Review

Everhart Financial Group reduced its CrowdStrike (CRWD) stake by 9.8% in Q2 2026, selling an estimated $197K and leaving 12,740 shares worth $2.43M. The position accounts for 0.16% of the portfolio, ranked #67.

Everhart Financial Group first reported a position in CRWD in Q4 2020 and has held it in 19 quarters since. 405 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Everhart Financial Group held 12,740 shares of CrowdStrike worth $2.43M as of Q2 2026.
  • Everhart Financial Group sold 1,384 CrowdStrike shares in Q2 2026, an estimated $197K.
  • CrowdStrike made up 0.16% of Everhart Financial Group's portfolio in Q2 2026, its #67 holding.
  • Everhart Financial Group first reported a position in CrowdStrike in Q4 2020 and has held it in 19 quarters since.
  • 405 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.