Winthrop Advisory Group’s CrowdStrike CRWD Stock Holding History

Winthrop Advisory Group’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	$397K	Buy	+2,080	New	+$296K	0.03%	143
2026 Q1	–	Sell	-1,832	Closed	-$215K	–	201
2025 Q4	$215K	Hold	1,832	–	–	0.02%	179
2025 Q3	$225K	Sell	1,832 -12	-0.7%	-$1.36K	0.02%	170
2025 Q2	$235K	Buy	+1,844	New	+$200K	0.02%	157

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

Winthrop Advisory Group's CRWD Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in CrowdStrike (CRWD) in Q2 2026: 2,080 shares worth $397K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in CRWD as recently as Q4 2025.

Winthrop Advisory Group first reported a position in CRWD in Q2 2025 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Winthrop Advisory Group held 2,080 shares of CrowdStrike worth $397K as of Q2 2026.
CrowdStrike was a new Winthrop Advisory Group position in Q2 2026.
CrowdStrike made up 0.03% of Winthrop Advisory Group's portfolio in Q2 2026, its #143 holding.
Winthrop Advisory Group first reported a position in CrowdStrike in Q2 2025 and has held it in 4 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.