Position in CRWD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,070,588
+$2,311,011 QoQ
Shares Held
21,336
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#691
of 2,437 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $279,605,739 across 25 Software - Infrastructure names. CRWD ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
547,463 | $204,214,647 | |
| 2 | ORCL |
Oracle Corp
|
182,471 | $26,741,124 | |
| 3 | PANW |
Palo Alto Networks Inc
|
68,072 | $23,213,912 | |
| 4 | AKAM |
Akamai Technologies Inc
|
69,620 | $8,229,780 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
21,336 | $4,070,588 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
23,118 | $2,697,176 | |
| 7 | NTNX |
Nutanix, Inc.
|
48,125 | $2,452,450 | |
| 8 | FTNT |
Fortinet, Inc.
|
7,160 | $1,099,919 |
All Filings in CRWD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,070,588 | 5,334 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,759,577 | 4,507 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,859,436 | 6,100 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,981,020 | 6,079 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,968,483 | 3,865 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,354,964 | 3,843 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,250,252 | 3,654 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $220,729 | 787 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $493,548 | 1,288 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $451,711 | 1,409 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $320,681 | 1,256 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $210,396 | 1,257 | Shares | Sole | 2023-11-15 | |
| 2022-09-30 | $238,974 | 1,450 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $227,556 | 1,350 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $370,140 | 1,630 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $319,410 | 1,560 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||