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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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. 1,417 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.
1,417 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.