1858 Wealth Management’s CrowdStrike CRWD Stock Holding History

1858 Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$354K	Buy	2,884 +504	+21%	+$57.3K	0.25%	66
2025 Q2	$303K	Hold	2,380	–	–	0.22%	80
2025 Q1	$210K	Buy	+2,380	New	+$227K	0.18%	109
2024 Q3	–	Sell	-19,192	Closed	-$1.84M	–	126
2024 Q2	$1.84M	Sell	19,192 -724	-4%	-$60.2K	1.53%	18
2024 Q1	$1.27M	Hold	19,916	–	–	1.21%	23
2023 Q4	$1.27M	Buy	+19,916	New	+$1.04M	1.21%	23

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

1858 Wealth Management's CRWD Position: Q3 2025 in Review

1858 Wealth Management increased its CrowdStrike (CRWD) stake by 21% in Q3 2025, buying an estimated $57.3K and bringing the position to 2,884 shares worth $354K. The position accounts for 0.25% of the portfolio, ranked #66.

1858 Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.84M in Q2 2024. 2,017 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

1858 Wealth Management held 2,884 shares of CrowdStrike worth $354K as of Q3 2025.
1858 Wealth Management bought 504 CrowdStrike shares in Q3 2025, an estimated $57.3K.
CrowdStrike made up 0.25% of 1858 Wealth Management's portfolio in Q3 2025, its #66 holding.
1858 Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 6 quarters since.
1858 Wealth Management's CrowdStrike position peaked at $1.84M in Q2 2024.
2,017 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.