Winch Advisory Services’s CrowdStrike CRWD Stock Holding History

Winch Advisory Services’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	$6.87K	Hold	36	–	–	﹤0.01%	372
2026 Q1	$3.51K	Hold	36	–	–	﹤0.01%	394
2025 Q4	$4.22K	Hold	36	–	–	﹤0.01%	375
2025 Q3	$4.41K	Hold	36	–	–	﹤0.01%	367
2025 Q2	$4.58K	Hold	36	–	–	﹤0.01%	352
2025 Q1	$3.17K	Hold	36	–	–	﹤0.01%	379
2024 Q4	$3.08K	Hold	36	–	–	﹤0.01%	407
2024 Q3	$2.52K	Buy	+36	New	+$2.56K	﹤0.01%	360
2022 Q1	–	Sell	-244	Closed	-$12K	–	464
2021 Q4	$12K	Sell	244 -596	-71%	-$36.3K	﹤0.01%	250
2021 Q3	$52K	Buy	840 +32	+4%	+$2.06K	0.02%	126
2021 Q2	$51K	Sell	808 -260	-24%	-$14K	0.02%	125
2021 Q1	$49K	Buy	1,068 +124	+13%	+$6.56K	0.02%	125
2020 Q4	$50K	Buy	944 +240	+34%	+$9.35K	0.02%	100
2020 Q3	$24K	Buy	+704	New	+$20.5K	0.01%	134

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

Winch Advisory Services's CRWD Position: Q2 2026 in Review

Winch Advisory Services held its CrowdStrike (CRWD) position steady in Q2 2026 at 36 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Winch Advisory Services first reported a position in CRWD in Q3 2020 and has held it in 14 quarters since. The position peaked at $52K in Q3 2021. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Winch Advisory Services held 36 shares of CrowdStrike worth $6.87K as of Q2 2026.
Winch Advisory Services left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #372 holding.
Winch Advisory Services first reported a position in CrowdStrike in Q3 2020 and has held it in 14 quarters since.
Winch Advisory Services's CrowdStrike position peaked at $52K in Q3 2021.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.