Milestone Asset Management’s CrowdStrike CRWD Stock Holding History

Milestone Asset 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	$755K	Buy	15,836 +684	+5%	+$97.2K	0.12%	156
2026 Q1	$1.48M	Sell	15,152 -37,384	-71%	-$3.96M	0.27%	89
2025 Q4	$6.16M	Buy	52,536 +38,032	+262%	+$4.84M	1.16%	20
2025 Q3	$1.78M	Sell	14,504 -9,140	-39%	-$1.04M	0.34%	60
2025 Q2	$3.01M	Buy	23,644 +2,124	+10%	+$230K	0.64%	38
2025 Q1	$1.9M	Buy	21,520 +9,992	+87%	+$952K	0.4%	53
2024 Q4	$986K	Sell	11,528 -1,032	-8%	-$85.8K	0.22%	104
2024 Q3	$881K	Buy	12,560 +2,108	+20%	+$150K	0.2%	98
2024 Q2	$1M	Buy	10,452 +5,968	+133%	+$496K	0.25%	82
2024 Q1	$359K	Buy	+4,484	New	+$343K	0.1%	126

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

Milestone Asset Management's CRWD Position: Q2 2026 in Review

Milestone Asset Management increased its CrowdStrike (CRWD) stake by 4.5% in Q2 2026, buying an estimated $97.2K and bringing the position to 15,836 shares worth $755K. The position accounts for 0.12% of the portfolio, ranked #156.

Milestone Asset Management first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.16M in Q4 2025. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Milestone Asset Management held 15,836 shares of CrowdStrike worth $755K as of Q2 2026.
Milestone Asset Management bought 684 CrowdStrike shares in Q2 2026, an estimated $97.2K.
CrowdStrike made up 0.12% of Milestone Asset Management's portfolio in Q2 2026, its #156 holding.
Milestone Asset Management first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's CrowdStrike position peaked at $6.16M in Q4 2025.
2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.