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Kensington Investment Counsel’s CrowdStrike CRWD Stock Holding History

Kensington Investment Counsel’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 		$667K Sell
6,832
-14,888
-69% -$1.58M 0.32% 59
2025
Q4 		$2.55M Sell
21,720
-2,884
-12% -$367K 1.03% 30
2025
Q3 		$3.02M Sell
24,604
-2,068
-8% -$235K 1.23% 25
2025
Q2 		$3.4M Sell
26,672
-248
-0.9% -$26.9K 1.46% 24
2025
Q1 		$2.37M Sell
26,920
-844
-3% -$80.4K 1.05% 36
2024
Q4 		$2.37M Buy
27,764
+192
+0.7% +$16K 0.99% 38
2024
Q3 		$1.93M Buy
27,572
+648
+2% +$46K 0.81% 42
2024
Q2 		$2.58M Buy
26,924
+436
+2% +$36.3K 1.14% 29
2024
Q1 		$2.12M Buy
26,488
+2,120
+9% +$162K 0.97% 36
2023
Q4 		$1.56M Buy
24,368
+372
+2% +$19.5K 0.82% 43
2023
Q3 		$1M Buy
23,996
+148
+0.6% +$5.75K 0.62% 59
2023
Q2 		$876K Sell
23,848
-372
-2% -$13K 0.56% 63
2023
Q1 		$831K Sell
24,220
-2,560
-10% -$74K 0.63% 59
2022
Q4 		$705K Sell
26,780
-680
-2% -$23.3K 0.55% 65
2022
Q3 		$1.13M Buy
27,460
+1,316
+5% +$60.2K 0.95% 50
2022
Q2 		$1.1M Sell
26,144
-628
-2% -$28.4K 0.94% 50
2022
Q1 		$1.52M Sell
26,772
-3,312
-11% -$154K 1.01% 46
2021
Q4 		$1.54M Buy
+30,084
New +$1.83M 0.9% 53
2021
Q2 		$1.65M Buy
26,192
+644
+3% +$34.6K 1.13% 42
2021
Q1 		$1.17M Buy
25,548
+2,204
+9% +$117K 0.88% 57
2020
Q4 		$1.24M Buy
+23,344
New +$910K 1.02% 46

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kensington Investment Counsel's CRWD Position: Q1 2026 in Review

Kensington Investment Counsel reduced its CrowdStrike (CRWD) stake by 69% in Q1 2026, selling an estimated $1.58M and leaving 6,832 shares worth $667K. The position accounts for 0.32% of the portfolio, ranked #59.

Kensington Investment Counsel first reported a position in CRWD in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.4M in Q2 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Kensington Investment Counsel held 6,832 shares of CrowdStrike worth $667K as of Q1 2026.
  • Kensington Investment Counsel sold 14,888 CrowdStrike shares in Q1 2026, an estimated $1.58M.
  • CrowdStrike made up 0.32% of Kensington Investment Counsel's portfolio in Q1 2026, its #59 holding.
  • Kensington Investment Counsel first reported a position in CrowdStrike in Q4 2020 and has held it in 21 quarters since.
  • Kensington Investment Counsel's CrowdStrike position peaked at $3.4M in Q2 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.