Tradition Wealth Management’s CrowdStrike CRWD Stock Holding History

Tradition 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	$620K	Sell	6,356 -580	-8%	-$61.5K	0.04%	258
2025 Q4	$813K	Buy	6,936 +220	+3%	+$28K	0.06%	216
2025 Q3	$823K	Buy	6,716 +1,760	+36%	+$200K	0.06%	215
2025 Q2	$631K	Buy	4,956 +1,008	+26%	+$109K	0.05%	236
2025 Q1	$348K	Buy	3,948 +556	+16%	+$53K	0.03%	312
2024 Q4	$290K	Buy	+3,392	New	+$282K	0.03%	328
2024 Q1	–	Sell	-164	Closed	-$10K	–	551
2023 Q4	$10K	Sell	164 -208	-56%	-$10.9K	﹤0.01%	994
2023 Q3	$16K	Buy	372 +120	+48%	+$4.66K	﹤0.01%	894
2023 Q2	$9K	Buy	252 +84	+50%	+$2.93K	﹤0.01%	1050
2023 Q1	$6K	Sell	168 -20	-11%	-$578	﹤0.01%	1100
2022 Q4	$5K	Buy	188 +20	+12%	+$684	﹤0.01%	1033
2022 Q3	$7K	Sell	168 -20	-11%	-$915	﹤0.01%	997
2022 Q2	$8K	Buy	188 +132	+236%	+$5.98K	﹤0.01%	861
2022 Q1	$3K	Buy	+56	New	+$2.61K	﹤0.01%	1100
2021 Q4	–	Sell	-180	Closed	-$11K	–	1191
2021 Q3	$11K	Hold	180	–	–	﹤0.01%	884
2021 Q2	$11K	Buy	+180	New	+$9.68K	﹤0.01%	921
2021 Q1	–	Sell	-180	Closed	-$10K	–	843
2020 Q4	$10K	Buy	+180	New	+$7.01K	﹤0.01%	731

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

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

Tradition Wealth Management reduced its CrowdStrike (CRWD) stake by 8.4% in Q1 2026, selling an estimated $61.5K and leaving 6,356 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #258.

Tradition Wealth Management first reported a position in CRWD in Q4 2020 and has held it in 17 quarters since. The position peaked at $823K in Q3 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Tradition Wealth Management held 6,356 shares of CrowdStrike worth $620K as of Q1 2026.
Tradition Wealth Management sold 580 CrowdStrike shares in Q1 2026, an estimated $61.5K.
CrowdStrike made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #258 holding.
Tradition Wealth Management first reported a position in CrowdStrike in Q4 2020 and has held it in 17 quarters since.
Tradition Wealth Management's CrowdStrike position peaked at $823K in Q3 2025.
2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.