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Shepherd Financial Partners’s CrowdStrike CRWD Stock Holding History

Shepherd Financial Partners’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 		$1.59M Sell
16,288
-92
-0.6% -$9.75K 0.15% 89
2025
Q4 		$1.92M Buy
16,380
+52
+0.3% +$6.62K 0.18% 84
2025
Q3 		$2M Sell
16,328
-16
-0.1% -$1.82K 0.19% 82
2025
Q2 		$2.08M Buy
16,344
+764
+5% +$82.8K 0.22% 78
2025
Q1 		$1.37M Buy
15,580
+500
+3% +$47.6K 0.16% 90
2024
Q4 		$1.29M Buy
15,080
+6,204
+70% +$516K 0.15% 83
2024
Q3 		$622K Sell
8,876
-1,312
-13% -$93.2K 0.07% 133
2024
Q2 		$976K Hold
10,188
– – 0.13% 99
2024
Q1 		$817K Buy
10,188
+76
+0.8% +$5.82K 0.11% 115
2023
Q4 		$645K Buy
10,112
+144
+1% +$7.54K 0.09% 126
2023
Q3 		$417K Buy
+9,968
New +$387K 0.07% 143
2022
Q4 		– Sell
-5,292
Closed -$218K – 170
2022
Q3 		$218K Sell
5,292
-4,204
-44% -$192K 0.04% 155
2022
Q2 		$400K Sell
9,496
-396
-4% -$17.9K 0.08% 124
2022
Q1 		$559K Sell
9,892
-704
-7% -$32.8K 0.1% 116
2021
Q4 		$543K Sell
10,596
-7,504
-41% -$457K 0.09% 111
2021
Q3 		$1.11M Buy
+18,100
New +$1.17M 0.22% 82

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 $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shepherd Financial Partners's CRWD Position: Q1 2026 in Review

Shepherd Financial Partners reduced its CrowdStrike (CRWD) stake by 0.56% in Q1 2026, selling an estimated $9.75K and leaving 16,288 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #89.

Shepherd Financial Partners first reported a position in CRWD in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.08M in Q2 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Shepherd Financial Partners held 16,288 shares of CrowdStrike worth $1.59M as of Q1 2026.
  • Shepherd Financial Partners sold 92 CrowdStrike shares in Q1 2026, an estimated $9.75K.
  • CrowdStrike made up 0.15% of Shepherd Financial Partners's portfolio in Q1 2026, its #89 holding.
  • Shepherd Financial Partners first reported a position in CrowdStrike in Q3 2021 and has held it in 16 quarters since.
  • Shepherd Financial Partners's CrowdStrike position peaked at $2.08M in Q2 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.