EverSource Wealth Advisors’s CrowdStrike CRWD Stock Holding History

EverSource Wealth Advisors’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 Q1	$6.43M	Buy	65,888 +740	+1%	+$78.4K	0.2%	89
2025 Q4	$7.63M	Sell	65,148 -616	-0.9%	-$78.4K	0.28%	80
2025 Q3	$8.06M	Buy	65,764 +364	+0.6%	+$41.4K	0.32%	74
2025 Q2	$8.33M	Sell	65,400 -4,056	-6%	-$440K	0.38%	66
2025 Q1	$6.12M	Buy	69,456 +2,716	+4%	+$259K	0.34%	74
2024 Q4	$5.71M	Buy	66,740 +668	+1%	+$55.5K	0.32%	73
2024 Q3	$4.63M	Buy	66,072 +6,360	+11%	+$452K	0.29%	76
2024 Q2	$3.46M	Buy	59,712 +1,616	+3%	+$134K	0.23%	95
2024 Q1	$4.25M	Sell	58,096 -5,664	-9%	-$434K	0.33%	73
2023 Q4	$4.07M	Buy	63,760 +2,248	+4%	+$118K	0.37%	68
2023 Q3	$2.57M	Buy	61,512 +10,288	+20%	+$400K	0.27%	83
2023 Q2	$1.88M	Buy	51,224 +10,384	+25%	+$362K	0.21%	104
2023 Q1	$1.4M	Buy	40,840 +8,276	+25%	+$239K	0.17%	111
2022 Q4	$857K	Buy	32,564 +25,024	+332%	+$856K	0.13%	132
2022 Q3	$311K	Buy	7,540 +6,340	+528%	+$290K	0.07%	238
2022 Q2	$50K	Buy	1,200 +68	+6%	+$3.08K	0.01%	627
2022 Q1	$64K	Sell	1,132 -36	-3%	-$1.68K	0.02%	426
2021 Q4	$59K	Buy	+1,168	New	+$71.1K	0.02%	392

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EverSource Wealth Advisors's CRWD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its CrowdStrike (CRWD) stake by 1.1% in Q1 2026, buying an estimated $78.4K and bringing the position to 65,888 shares worth $6.43M. The position accounts for 0.2% of the portfolio, ranked #89.

EverSource Wealth Advisors first reported a position in CRWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.33M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

EverSource Wealth Advisors held 65,888 shares of CrowdStrike worth $6.43M as of Q1 2026.
EverSource Wealth Advisors bought 740 CrowdStrike shares in Q1 2026, an estimated $78.4K.
CrowdStrike made up 0.2% of EverSource Wealth Advisors's portfolio in Q1 2026, its #89 holding.
EverSource Wealth Advisors first reported a position in CrowdStrike in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's CrowdStrike position peaked at $8.33M in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.