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Whipplewood Advisors’s CrowdStrike CRWD Stock Holding History

Whipplewood 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 		$13.7K Sell
72
-564
-89% -$80.1K 0.01% 220
2026
Q1 		$62.1K Buy
636
+604
+1,888% +$64K 0.03% 241
2025
Q4 		$3.75K Buy
+32
New +$4.07K ﹤0.01% 313
2025
Q3 		– Sell
-1,628
Closed -$207K – 501
2025
Q2 		$207K Buy
1,628
+744
+84% +$80.6K 0.11% 161
2025
Q1 		$110K Buy
884
+260
+42% +$24.8K 0.06% 213
2024
Q4 		$53.4K Buy
+624
New +$51.9K 0.03% 306

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

Whipplewood Advisors's CRWD Position: Q2 2026 in Review

Whipplewood Advisors reduced its CrowdStrike (CRWD) stake by 89% in Q2 2026, selling an estimated $80.1K and leaving 72 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #220.

Whipplewood Advisors first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $207K in Q2 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Whipplewood Advisors held 72 shares of CrowdStrike worth $13.7K as of Q2 2026.
  • Whipplewood Advisors sold 564 CrowdStrike shares in Q2 2026, an estimated $80.1K.
  • CrowdStrike made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #220 holding.
  • Whipplewood Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's CrowdStrike position peaked at $207K in Q2 2025.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.