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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

CRWD holding history

CrowdStrike Holdings, Inc. in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRWD overviewAll 13F holders of CRWDFull Q2 2026 holdings

Shares (Q2 2026)
315
Value
$240.4K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of CRWD by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026315$240.4K<0.1%+30+10.5%AddedHolders
Q1 2026285$111.3K<0.1%−20−6.6%ReducedHolders
Q4 2025305$143.0K<0.1%+80+35.6%AddedHolders
Q3 2025225$110.3K<0.1%00.0%UnchangedHolders
Q2 2025225$114.6K<0.1%+200+800.0%AddedHolders
Q1 202525$8.81K<0.1%+25NewHolders
Q1 20240$00.0%−34−100.0%Sold outHolders
Q4 202334$8.68K<0.1%+34NewHolders
Q4 20220$00.0%−30−100.0%Sold outHolders
Q3 202230$4.94K<0.1%00.0%UnchangedHolders
Q2 202230$5.06K<0.1%00.0%UnchangedHolders
Q1 202230$6.81K<0.1%−2−6.3%ReducedHolders
Q4 202132$6.55K<0.1%00.0%UnchangedHolders
Q3 202132$7.87K<0.1%+2+6.7%AddedHolders
Q2 202130$7.54K<0.1%00.0%UnchangedHolders
Q1 202130$5.47K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.