Evermay Wealth Management
CRWD icon

Evermay Wealth Management’s CrowdStrike CRWD Stock Holding History

Evermay 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
Q3 		$507K Buy
1,916
+440
+30% +$93.4K 0.05% 125
2026
Q2 		$282K Buy
1,476
+1,272
+624% +$181K 0.03% 168
2026
Q1 		$19.9K Hold
204
– – ﹤0.01% 392
2025
Q4 		$23.9K Sell
204
-992
-83% -$126K ﹤0.01% 372
2025
Q3 		$147K Hold
1,196
– – 0.02% 229
2025
Q2 		$152K Buy
1,196
+992
+486% +$108K 0.02% 223
2025
Q1 		$18K Hold
204
– – ﹤0.01% 397
2024
Q4 		$17.5K Buy
204
+4
+2% +$333 ﹤0.01% 388
2024
Q3 		$14K Hold
200
– – ﹤0.01% 428
2024
Q2 		$19.2K Hold
200
– – ﹤0.01% 408
2024
Q1 		$16K Hold
200
– – ﹤0.01% 429
2023
Q4 		$12.8K Hold
200
– – ﹤0.01% 430
2023
Q3 		$8.37K Hold
200
– – ﹤0.01% 447
2023
Q2 		$7.34K Hold
200
– – ﹤0.01% 444
2023
Q1 		$6.86K Hold
200
– – ﹤0.01% 442
2022
Q4 		$5.26K Buy
200
+100
+100% +$3.42K ﹤0.01% 453
2022
Q3 		$4K Hold
100
– – ﹤0.01% 451
2022
Q2 		$4K Hold
100
– – ﹤0.01% 442
2022
Q1 		$6K Sell
100
-240
-71% -$11.2K ﹤0.01% 445
2021
Q4 		$17K Buy
+340
New +$20.7K ﹤0.01% 365
2021
Q3 		– Sell
-1,120
Closed -$70K – 470
2021
Q2 		$70K Buy
+1,120
New +$60.3K 0.01% 249

Other funds holding CRWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Evermay Wealth Management's CRWD Position: Q3 2026 in Review

Evermay Wealth Management increased its CrowdStrike (CRWD) stake by 30% in Q3 2026, buying an estimated $93.4K and bringing the position to 1,916 shares worth $507K. The position accounts for 0.05% of the portfolio, ranked #125.

Evermay Wealth Management first reported a position in CRWD in Q2 2021 and has held it in 21 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Evermay Wealth Management held 1,916 shares of CrowdStrike worth $507K as of Q3 2026.
  • Evermay Wealth Management bought 440 CrowdStrike shares in Q3 2026, an estimated $93.4K.
  • CrowdStrike made up 0.05% of Evermay Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Evermay Wealth Management first reported a position in CrowdStrike in Q2 2021 and has held it in 21 quarters since.
  • 1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.