BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 2010186
CINCINNATI, OH
Position in CRWD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$417,437
+$212,082 QoQ
Shares Held
2,188
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $508,428,264 across 21 Software - Infrastructure names. CRWD ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
989,415 | $369,071,583 | |
| 2 | PANW |
Palo Alto Networks Inc
|
377,013 | $128,568,973 | |
| 3 | ORCL |
Oracle Corp
|
57,621 | $8,444,357 | |
| 4 | NTAP |
NetApp, Inc.
|
4,716 | $729,848 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
2,188 | $417,437 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,463 | $378,366 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,773 | $206,855 | |
| 8 | SNPS |
Synopsys Inc
|
454 | $202,515 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,437 | 547 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $205,355 | 526 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $248,442 | 530 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $254,016 | 518 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $307,113 | 603 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $131,512 | 373 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $17,108 | 50 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $14,023 | 50 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $38,319 | 100 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $32,059 | 100 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $25,532 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,738 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $16,155 | 110 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $15,098 | 110 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $11,581 | 110 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $18,129 | 110 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $18,541 | 110 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $24,978 | 110 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $27,035 | 110 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $27,644 | 110 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $20,076 | 110 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $23,300 | 110 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $15,105 | 110 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,002 | 10 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $556 | 10 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||