EWA
CRWD icon

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
Q2 		$11.8M Sell
62,104
-3,784
-6% -$538K 0.4% 57
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

EverSource Wealth Advisors's CRWD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CrowdStrike (CRWD) stake by 5.7% in Q2 2026, selling an estimated $538K and leaving 62,104 shares worth $11.8M. The position accounts for 0.4% of the portfolio, ranked #57.

EverSource Wealth Advisors first reported a position in CRWD in Q4 2021 and has held it in 19 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • EverSource Wealth Advisors held 62,104 shares of CrowdStrike worth $11.8M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,784 CrowdStrike shares in Q2 2026, an estimated $538K.
  • CrowdStrike made up 0.4% of EverSource Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • EverSource Wealth Advisors first reported a position in CrowdStrike in Q4 2021 and has held it in 19 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.