Trivant Custom Portfolio Group’s CrowdStrike CRWD Stock Holding History

Trivant Custom Portfolio Group’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	$1.43M	Sell	7,508 -5,136	-41%	-$730K	0.76%	42
2026 Q1	$1.23M	Buy	12,644 +4	+0%	+$424	0.68%	43
2025 Q4	$1.48M	Buy	12,640 +36	+0.3%	+$4.58K	0.85%	35
2025 Q3	$1.55M	Buy	12,604 +128	+1%	+$14.6K	0.79%	37
2025 Q2	$1.59M	Buy	12,476 +264	+2%	+$28.6K	0.87%	32
2025 Q1	$1.08M	Buy	12,212 +11,912	+3,971%	+$1.13M	0.62%	45
2024 Q4	$25.7K	Sell	300 -80	-21%	-$6.65K	0.02%	106
2024 Q3	$26.6K	Hold	380	–	–	0.02%	106
2024 Q2	$36.4K	Hold	380	–	–	0.02%	107
2024 Q1	$30.5K	Buy	+380	New	+$29.1K	0.02%	113

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trivant Custom Portfolio Group's CRWD Position: Q2 2026 in Review

Trivant Custom Portfolio Group reduced its CrowdStrike (CRWD) stake by 41% in Q2 2026, selling an estimated $730K and leaving 7,508 shares worth $1.43M. The position accounts for 0.76% of the portfolio, ranked #42.

Trivant Custom Portfolio Group first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.59M in Q2 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Trivant Custom Portfolio Group held 7,508 shares of CrowdStrike worth $1.43M as of Q2 2026.
Trivant Custom Portfolio Group sold 5,136 CrowdStrike shares in Q2 2026, an estimated $730K.
CrowdStrike made up 0.76% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #42 holding.
Trivant Custom Portfolio Group first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
Trivant Custom Portfolio Group's CrowdStrike position peaked at $1.59M in Q2 2025.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.