West Branch Capital’s CrowdStrike CRWD Stock Holding History

West Branch Capital’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	–	Sell	-16	Closed	-$1.56K	–	361
2026 Q1	$1.56K	Hold	16	–	–	﹤0.01%	312
2025 Q4	$1.88K	Sell	16 -60	-79%	-$7.64K	﹤0.01%	342
2025 Q3	$9.32K	Buy	76 +16	+27%	+$1.82K	﹤0.01%	290
2025 Q2	$7.64K	Hold	60	–	–	﹤0.01%	300
2025 Q1	$5.29K	Sell	60 -4,000	-99%	-$381K	﹤0.01%	341
2024 Q4	$347K	Buy	4,060 +20	+0.5%	+$1.66K	0.11%	64
2024 Q3	$283K	Buy	4,040 +1,992	+97%	+$141K	0.1%	73
2024 Q2	$196K	Buy	2,048 +2,000	+4,167%	+$166K	0.07%	85
2024 Q1	$3.85K	Hold	48	–	–	﹤0.01%	349
2023 Q4	$3.06K	Hold	48	–	–	﹤0.01%	378
2023 Q3	$2.01K	Hold	48	–	–	﹤0.01%	387
2023 Q2	$1.76K	Sell	48 -8	-14%	-$279	﹤0.01%	393
2023 Q1	$1.92K	Buy	56 +4	+8%	+$116	﹤0.01%	395
2022 Q4	$1.37K	Hold	52	–	–	﹤0.01%	399
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	398
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	383
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	379
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	404
2021 Q3	$3K	Hold	52	–	–	﹤0.01%	380
2021 Q2	$3K	Buy	+52	New	+$2.8K	﹤0.01%	396

Other funds holding CRWD

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

West Branch Capital's CRWD Position: Q2 2026 in Review

West Branch Capital sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 16 shares — an estimated $1.56K sold.

West Branch Capital first reported a position in CRWD in Q2 2021 and held it in 20 quarters. The position peaked at $347K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

West Branch Capital reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
West Branch Capital sold 16 CrowdStrike shares in Q2 2026, an estimated $1.56K.
West Branch Capital first reported a position in CrowdStrike in Q2 2021 and held it in 20 quarters.
West Branch Capital's CrowdStrike position peaked at $347K in Q4 2024.
1,086 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.