Novare Capital Management’s CrowdStrike CRWD Stock Holding History

Novare Capital 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 Q1	$246K	Sell	2,520 -28	-1%	-$2.97K	0.02%	180
2025 Q4	$299K	Hold	2,548	–	–	0.02%	162
2025 Q3	$312K	Hold	2,548	–	–	0.02%	165
2025 Q2	$324K	Buy	+2,548	New	+$276K	0.03%	159
2022 Q2	–	Sell	-4,500	Closed	-$255K	–	166
2022 Q1	$255K	Buy	4,500 +468	+12%	+$21.8K	0.03%	156
2021 Q4	$206K	Buy	+4,032	New	+$246K	0.02%	158

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Novare Capital Management's CRWD Position: Q1 2026 in Review

Novare Capital Management reduced its CrowdStrike (CRWD) stake by 1.1% in Q1 2026, selling an estimated $2.97K and leaving 2,520 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #180.

Novare Capital Management first reported a position in CRWD in Q4 2021 and has held it in 6 quarters since. The position peaked at $324K in Q2 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Novare Capital Management held 2,520 shares of CrowdStrike worth $246K as of Q1 2026.
Novare Capital Management sold 28 CrowdStrike shares in Q1 2026, an estimated $2.97K.
CrowdStrike made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #180 holding.
Novare Capital Management first reported a position in CrowdStrike in Q4 2021 and has held it in 6 quarters since.
Novare Capital Management's CrowdStrike position peaked at $324K in Q2 2025.
2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.