Bay Harbor Wealth Management, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1767989 Hunt Valley, MD

Position in CRWD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,973

+$7,898 QoQ

Shares Held

+30.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,327

of 2,437 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $1,024,750 across 35 Software - Infrastructure names. CRWD ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,793	$668,824
2	ORCL	Oracle Corp	835	$122,369
3	PLTR	Palantir Technologies Inc.	916	$106,869
4	PANW	Palo Alto Networks Inc	78	$26,599
5	FTNT	Fortinet, Inc.	95	$14,593
6	CRWD	CrowdStrike Holdings, Inc. This page	68	$12,973
7	SNPS	Synopsys Inc	19	$8,475
8	NET	Cloudflare, Inc.	29	$7,113

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,973	17	+30.8%	Shares	Other	2026-07-28
2026-03-31	$5,075	13	+44.4%	Shares	Other	2026-04-14
2025-12-31	$4,218	9	+50.0%	Shares	Other	2026-02-02
2025-09-30	$2,942	6	0.0%	Shares	Other	2025-10-09
2025-06-30	$3,055	6	+500.0%	Shares	Sole	2025-07-22
2025-03-31	$352	1	-99.6%	Shares	Sole	2025-05-12
2024-12-31	$83,829	245	+1.2%	Shares	Other	2025-01-27
2024-09-30	$67,873	242	-6.9%	Shares	Other	2024-10-24
2024-06-30	$99,629	260	-16.1%	Shares	Other	2024-07-24
2024-03-31	$99,382	310	-0.3%	Shares	Other	2024-04-22
2023-12-31	$79,404	311	+561.7%	Shares	Other	2024-01-26
2020-12-31	$9,955	47	-30.9%	Shares	Sole	2021-02-09
2020-09-30	$9,337	68	-21.8%	Shares	Sole	2020-10-27
2020-06-30	$8,725	87	0.0%	Shares	Sole	2020-07-16
2020-03-31	$4,844	87	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.