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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
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 $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

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

Shepherd Wealth Management reduced its CrowdStrike (CRWD) stake by 65% in Q1 2026, selling an estimated $2.6M and leaving 13,052 shares worth $1.56M. The position accounts for 1.17% of the portfolio, ranked #13.

Shepherd Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Shepherd Wealth Management held 13,052 shares of CrowdStrike worth $1.56M as of Q1 2026.
  • Shepherd Wealth Management sold 24,520 CrowdStrike shares in Q1 2026, an estimated $2.6M.
  • CrowdStrike made up 1.17% of Shepherd Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Shepherd Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's CrowdStrike position peaked at $12.2M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.