EverSource Wealth Advisors, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in CRWD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,962,122
-$3,468,704 QoQ
Shares Held
62,104
-5.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#775
of 2,437 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $70,752,690 across 100 Software - Infrastructure names. CRWD ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,326 | $29,963,198 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
127,814 | $14,912,054 | |
| 3 | PANW |
Palo Alto Networks Inc
|
28,178 | $9,609,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
62,104 | $2,962,122 | |
| 5 | ORCL |
Oracle Corp
|
17,035 | $2,496,474 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,127 | $1,248,465 | |
| 7 | NET |
Cloudflare, Inc.
|
4,140 | $1,015,454 | |
| 8 | CRWV |
CoreWeave, Inc.
|
8,093 | $805,573 |
All Filings in CRWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,962,122 | 15,526 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,430,826 | 16,472 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,634,687 | 16,287 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,062,334 | 16,441 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,327,215 | 16,350 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,122,195 | 17,364 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,708,935 | 16,685 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,632,800 | 16,518 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,720,257 | 14,928 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,656,245 | 14,524 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,069,799 | 15,940 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,573,968 | 15,378 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,880,815 | 12,806 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,401,422 | 10,210 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $857,164 | 8,141 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $310,666 | 1,885 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $50,568 | 300 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $64,263 | 283 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $59,786 | 292 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||