WF
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Welch & Forbes’s CrowdStrike CRWD Stock Holding History

Welch & Forbes’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 		$1.07M Buy
5,596
+480
+9% +$68.2K 0.01% 224
2026
Q1 		$499K Buy
5,116
+48
+0.9% +$5.09K 0.01% 273
2025
Q4 		$594K Sell
5,068
-56
-1% -$7.13K 0.01% 261
2025
Q3 		$628K Buy
5,124
+20
+0.4% +$2.27K 0.01% 260
2025
Q2 		$650K Buy
5,104
+160
+3% +$17.3K 0.01% 256
2025
Q1 		$436K Hold
4,944
– – 0.01% 281
2024
Q4 		$423K Buy
4,944
+56
+1% +$4.66K 0.01% 294
2024
Q3 		$343K Buy
4,888
+600
+14% +$42.6K ﹤0.01% 324
2024
Q2 		$411K Buy
4,288
+240
+6% +$20K 0.01% 303
2024
Q1 		$324K Buy
+4,048
New +$310K ﹤0.01% 322

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

Welch & Forbes's CRWD Position: Q2 2026 in Review

Welch & Forbes increased its CrowdStrike (CRWD) stake by 9.4% in Q2 2026, buying an estimated $68.2K and bringing the position to 5,596 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #224.

Welch & Forbes first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Welch & Forbes held 5,596 shares of CrowdStrike worth $1.07M as of Q2 2026.
  • Welch & Forbes bought 480 CrowdStrike shares in Q2 2026, an estimated $68.2K.
  • CrowdStrike made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #224 holding.
  • Welch & Forbes first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.