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Shepherd Wealth Management’s CrowdStrike CRWD Stock Holding History

Shepherd 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 		$2.75M Buy
52,208
+39,156
+300% +$5.56M 1.52% 8
2026
Q1 		$1.56M Sell
13,052
-24,520
-65% -$2.6M 1.17% 13
2025
Q4 		$4.26M Sell
37,572
-38,824
-51% -$4.94M 2.96% 12
2025
Q3 		$10.2M Sell
76,396
-39,616
-34% -$4.5M 6.75% 6
2025
Q2 		$12.2M Buy
116,012
+39,424
+51% +$4.27M 8.32% 4
2025
Q1 		$6.75M Buy
76,588
+54,704
+250% +$5.21M 6.94% 4
2024
Q4 		$1.87M Buy
+21,884
New +$1.82M 1.84% 14

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Shepherd Wealth Management increased its CrowdStrike (CRWD) stake by 300% in Q2 2026, buying an estimated $5.56M and bringing the position to 52,208 shares worth $2.75M. The position accounts for 1.52% of the portfolio, ranked #8.

Shepherd Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q2 2025. 2,453 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Shepherd Wealth Management held 52,208 shares of CrowdStrike worth $2.75M as of Q2 2026.
  • Shepherd Wealth Management bought 39,156 CrowdStrike shares in Q2 2026, an estimated $5.56M.
  • CrowdStrike made up 1.52% of Shepherd Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Shepherd Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • Shepherd Wealth Management's CrowdStrike position peaked at $12.2M in Q2 2025.
  • 2,453 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.