Mascoma Wealth Management’s CrowdStrike CRWD Stock Holding History

Mascoma Wealth Management’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	$14.5K	Hold	76	–	–	﹤0.01%	295
2026 Q1	$7.42K	Buy	76 +8	+12%	+$848	﹤0.01%	344
2025 Q4	$7.97K	Buy	68 +12	+21%	+$1.53K	﹤0.01%	335
2025 Q3	$6.87K	Hold	56	–	–	﹤0.01%	356
2025 Q2	$7.13K	Hold	56	–	–	﹤0.01%	358
2025 Q1	$4.94K	Hold	56	–	–	﹤0.01%	400
2024 Q4	$4.79K	Buy	+56	New	+$4.66K	﹤0.01%	412
2023 Q2	–	Sell	-1,268	Closed	-$38.1K	–	510
2023 Q1	$38.1K	Hold	1,268	–	–	0.01%	262
2022 Q4	$33.4K	Hold	1,268	–	–	0.01%	280
2022 Q3	$52K	Hold	1,268	–	–	0.02%	221
2022 Q2	$53K	Hold	1,268	–	–	0.02%	232
2022 Q1	$72K	Buy	+1,268	New	+$59.1K	0.02%	221

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Mascoma Wealth Management's CRWD Position: Q2 2026 in Review

Mascoma Wealth Management held its CrowdStrike (CRWD) position steady in Q2 2026 at 76 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Mascoma Wealth Management first reported a position in CRWD in Q1 2022 and has held it in 12 quarters since. The position peaked at $72K in Q1 2022. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Mascoma Wealth Management held 76 shares of CrowdStrike worth $14.5K as of Q2 2026.
Mascoma Wealth Management left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #295 holding.
Mascoma Wealth Management first reported a position in CrowdStrike in Q1 2022 and has held it in 12 quarters since.
Mascoma Wealth Management's CrowdStrike position peaked at $72K in Q1 2022.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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