Exencial Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Exencial 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	$316K	Buy	3,236 +116	+4%	+$12.3K	0.01%	471
2025 Q4	$365K	Buy	3,120 +84	+3%	+$10.7K	0.01%	441
2025 Q3	$372K	Buy	3,036 +24	+0.8%	+$2.73K	0.01%	421
2025 Q2	$384K	Sell	3,012 -728	-19%	-$78.9K	0.01%	409
2025 Q1	$330K	Buy	3,740 +588	+19%	+$56K	0.01%	417
2024 Q4	$270K	Buy	+3,152	New	+$262K	0.01%	443
2022 Q4	–	Sell	-5,456	Closed	-$225K	–	420
2022 Q3	$225K	Buy	5,456 +64	+1%	+$2.93K	0.01%	382
2022 Q2	$227K	Buy	5,392 +4	+0.1%	+$181	0.01%	391
2022 Q1	$306K	Sell	5,388 -696	-11%	-$32.4K	0.02%	360
2021 Q4	$311K	Buy	+6,084	New	+$371K	0.02%	384

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

Exencial Wealth Advisors increased its CrowdStrike (CRWD) stake by 3.7% in Q1 2026, buying an estimated $12.3K and bringing the position to 3,236 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #471.

Exencial Wealth Advisors first reported a position in CRWD in Q4 2021 and has held it in 10 quarters since. The position peaked at $384K in Q2 2025. 2,084 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Exencial Wealth Advisors held 3,236 shares of CrowdStrike worth $316K as of Q1 2026.
Exencial Wealth Advisors bought 116 CrowdStrike shares in Q1 2026, an estimated $12.3K.
CrowdStrike made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #471 holding.
Exencial Wealth Advisors first reported a position in CrowdStrike in Q4 2021 and has held it in 10 quarters since.
Exencial Wealth Advisors's CrowdStrike position peaked at $384K in Q2 2025.
2,084 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.