Tradition Wealth Management
CRWD icon

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
Q3 		$1.7M Buy
6,421
+25
+0.4% +$5.31K 0.1% 163
2026
Q2 		$1.22M Buy
6,396
+40
+0.6% +$5.68K 0.07% 194
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 +$9.7K ﹤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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Tradition Wealth Management's CRWD Position: Q3 2026 in Review

Tradition Wealth Management increased its CrowdStrike (CRWD) stake by 0.39% in Q3 2026, buying an estimated $5.31K and bringing the position to 6,421 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #163.

Tradition Wealth Management first reported a position in CRWD in Q4 2020 and has held it in 19 quarters since. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Tradition Wealth Management held 6,421 shares of CrowdStrike worth $1.7M as of Q3 2026.
  • Tradition Wealth Management bought 25 CrowdStrike shares in Q3 2026, an estimated $5.31K.
  • CrowdStrike made up 0.1% of Tradition Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Tradition Wealth Management first reported a position in CrowdStrike in Q4 2020 and has held it in 19 quarters since.
  • 2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.