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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Evermay Wealth Management increased its CrowdStrike (CRWD) stake by 624% in Q2 2026, buying an estimated $181K and bringing the position to 1,476 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #168.

Evermay Wealth Management first reported a position in CRWD in Q2 2021 and has held it in 20 quarters since. 2,455 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Evermay Wealth Management held 1,476 shares of CrowdStrike worth $282K as of Q2 2026.
Evermay Wealth Management bought 1,272 CrowdStrike shares in Q2 2026, an estimated $181K.
CrowdStrike made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #168 holding.
Evermay Wealth Management first reported a position in CrowdStrike in Q2 2021 and has held it in 20 quarters since.
2,455 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.