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Loring Wolcott & Coolidge Fiduciary Advisors’s CrowdStrike CRWD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$99.2K Buy
+520
New +$73.9K ﹤0.01% 387
2026
Q1 		– Sell
-144
Closed -$17.2K – 563
2025
Q4 		$17.2K Sell
144
-1,916
-93% -$244K ﹤0.01% 479
2025
Q3 		$269K Hold
2,060
– – ﹤0.01% 292
2025
Q2 		$262K Hold
2,060
– – ﹤0.01% 251
2025
Q1 		$199K Hold
2,060
– – ﹤0.01% 271
2024
Q4 		$192K Hold
2,060
– – ﹤0.01% 286
2024
Q3 		$157K Buy
2,060
+60
+3% +$4.26K ﹤0.01% 302
2024
Q2 		$185K Buy
+2,000
New +$166K ﹤0.01% 284
2024
Q1 		– Sell
-440
Closed -$32.2K – 570
2023
Q4 		$32.2K Sell
440
-2,132
-83% -$112K ﹤0.01% 432
2023
Q3 		$118K Buy
2,572
+2,132
+485% +$82.8K ﹤0.01% 337
2023
Q2 		$16.2K Hold
440
– – ﹤0.01% 519
2023
Q1 		$15.1K Hold
440
– – ﹤0.01% 491
2022
Q4 		$11.6K Hold
440
– – ﹤0.01% 495
2022
Q3 		$18K Hold
440
– – ﹤0.01% 489
2022
Q2 		$19K Hold
440
– – ﹤0.01% 509
2022
Q1 		$25K Sell
440
-100
-19% -$4.66K ﹤0.01% 505
2021
Q4 		$28K Buy
540
+440
+440% +$26.8K ﹤0.01% 516
2021
Q3 		$6K Hold
100
– – ﹤0.01% 640
2021
Q2 		$6K Buy
+100
New +$5.38K ﹤0.01% 711

Other funds holding CRWD

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's CRWD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in CrowdStrike (CRWD) in Q2 2026: 520 shares worth $99.2K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Loring Wolcott & Coolidge Fiduciary Advisors previously reported a position in CRWD as recently as Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CRWD in Q2 2021 and has held it in 19 quarters since. The position peaked at $269K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 520 shares of CrowdStrike worth $99.2K as of Q2 2026.
  • CrowdStrike was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • CrowdStrike made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #387 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CrowdStrike in Q2 2021 and has held it in 19 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CrowdStrike position peaked at $269K in Q3 2025.
  • 1,415 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.