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Perigon Wealth Management’s CrowdStrike CRWD Stock Holding History

Perigon 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
Q1 		$4.9M Buy
50,216
+3,800
+8% +$403K 0.09% 223
2025
Q4 		$5.44M Buy
46,416
+10,912
+31% +$1.39M 0.1% 188
2025
Q3 		$4.35M Buy
35,504
+932
+3% +$106K 0.09% 221
2025
Q2 		$4.4M Sell
34,572
-216
-0.6% -$23.4K 0.1% 194
2025
Q1 		$3.07M Buy
34,788
+2,324
+7% +$221K 0.08% 246
2024
Q4 		$2.95M Buy
32,464
+5,004
+18% +$416K 0.07% 250
2024
Q3 		$1.93M Buy
27,460
+8,636
+46% +$613K 0.05% 297
2024
Q2 		$1.8M Buy
18,824
+9,160
+95% +$762K 0.05% 267
2024
Q1 		$775K Sell
9,664
-5,428
-36% -$415K 0.02% 428
2023
Q4 		$963K Buy
15,092
+6,588
+77% +$345K 0.03% 348
2023
Q3 		$356K Sell
8,504
-1,068
-11% -$41.5K 0.01% 532
2023
Q2 		$351K Buy
9,572
+816
+9% +$28.4K 0.01% 556
2023
Q1 		$300K Sell
8,756
-6,576
-43% -$190K 0.02% 537
2022
Q4 		$404K Buy
15,332
+2,416
+19% +$82.7K 0.03% 440
2022
Q3 		$532K Buy
12,916
+5,192
+67% +$237K 0.05% 320
2022
Q2 		$325K Buy
7,724
+536
+7% +$24.3K 0.03% 415
2022
Q1 		$408K Buy
7,188
+1,300
+22% +$60.6K 0.03% 400
2021
Q4 		$301K Buy
5,888
+72
+1% +$4.38K 0.02% 454
2021
Q3 		$357K Buy
5,816
+508
+10% +$32.8K 0.03% 377
2021
Q2 		$333K Buy
5,308
+20
+0.4% +$1.08K 0.03% 379
2021
Q1 		$241K Sell
5,288
-616
-10% -$32.6K 0.02% 427
2020
Q4 		$313K Sell
5,904
-3,860
-40% -$150K 0.04% 323
2020
Q3 		$335K Buy
9,764
+44
+0.5% +$1.28K 0.05% 281
2020
Q2 		$244K Buy
+9,720
New +$195K 0.04% 300

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's CRWD Position: Q1 2026 in Review

Perigon Wealth Management increased its CrowdStrike (CRWD) stake by 8.2% in Q1 2026, buying an estimated $403K and bringing the position to 50,216 shares worth $4.9M. The position accounts for 0.09% of the portfolio, ranked #223.

Perigon Wealth Management first reported a position in CRWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.44M in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Perigon Wealth Management held 50,216 shares of CrowdStrike worth $4.9M as of Q1 2026.
  • Perigon Wealth Management bought 3,800 CrowdStrike shares in Q1 2026, an estimated $403K.
  • CrowdStrike made up 0.09% of Perigon Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Perigon Wealth Management first reported a position in CrowdStrike in Q2 2020 and has held it in 24 quarters since.
  • Perigon Wealth Management's CrowdStrike position peaked at $5.44M in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.