Wellspring Financial Advisors’s CrowdStrike CRWD Stock Holding History

Wellspring Financial Advisors’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	$644K	Sell	3,376 -60	-2%	-$8.52K	0.04%	143
2026 Q1	$335K	Sell	3,436 -204	-6%	-$21.6K	0.03%	205
2025 Q4	$427K	Hold	3,640	–	–	0.03%	158
2025 Q3	$446K	Sell	3,640 -100	-3%	-$11.4K	0.04%	93
2025 Q2	$476K	Buy	3,740 +428	+13%	+$46.4K	0.05%	86
2025 Q1	$292K	Buy	3,312 +360	+12%	+$34.3K	0.03%	97
2024 Q4	$253K	Buy	+2,952	New	+$245K	0.03%	114
2024 Q3	–	Sell	-2,756	Closed	-$264K	–	169
2024 Q2	$264K	Buy	+2,756	New	+$229K	0.04%	112

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wellspring Financial Advisors's CRWD Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its CrowdStrike (CRWD) stake by 1.7% in Q2 2026, selling an estimated $8.52K and leaving 3,376 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #143.

Wellspring Financial Advisors first reported a position in CRWD in Q2 2024 and has held it in 8 quarters since. 754 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Wellspring Financial Advisors held 3,376 shares of CrowdStrike worth $644K as of Q2 2026.
Wellspring Financial Advisors sold 60 CrowdStrike shares in Q2 2026, an estimated $8.52K.
CrowdStrike made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #143 holding.
Wellspring Financial Advisors first reported a position in CrowdStrike in Q2 2024 and has held it in 8 quarters since.
754 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.