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 Q3	$545K	Sell	2,060 -20	-1%	-$4.24K	0.03%	115
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Winthrop Advisory Group's CRWD Position: Q3 2026 in Review

Winthrop Advisory Group reduced its CrowdStrike (CRWD) stake by 0.96% in Q3 2026, selling an estimated $4.24K and leaving 2,060 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #115.

Winthrop Advisory Group first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Winthrop Advisory Group held 2,060 shares of CrowdStrike worth $545K as of Q3 2026.
Winthrop Advisory Group sold 20 CrowdStrike shares in Q3 2026, an estimated $4.24K.
CrowdStrike made up 0.03% of Winthrop Advisory Group's portfolio in Q3 2026, its #115 holding.
Winthrop Advisory Group first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.