AllSquare Wealth Management’s CrowdStrike CRWD Stock Holding History

AllSquare 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	$104K	Hold	852	–	–	0.06%	154
2025 Q2	$108K	Hold	852	–	–	0.06%	146
2025 Q1	$75.1K	Hold	852	–	–	0.04%	174
2024 Q4	$72.9K	Buy	852 +400	+88%	+$33.3K	0.04%	177
2024 Q3	$31.7K	Sell	452 -488	-52%	-$34.7K	0.02%	259
2024 Q2	$90K	Hold	940	–	–	0.05%	154
2024 Q1	$75.3K	Hold	940	–	–	0.04%	180
2023 Q4	$60K	Buy	940 +728	+343%	+$38.1K	0.04%	192
2023 Q3	$8.87K	Hold	212	–	–	0.01%	378
2023 Q2	$8.4K	Buy	212 +160	+308%	+$5.58K	0.01%	395
2023 Q1	$1.78K	Hold	52	–	–	﹤0.01%	478
2022 Q4	$1.37K	Hold	52	–	–	﹤0.01%	470
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	453
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	459
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	445
2021 Q4	$3K	Sell	52 -48	-48%	-$2.92K	﹤0.01%	447
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	403
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	420
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	419
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	386
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	404
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	407
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	424
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	430
2019 Q3	$1K	Buy	+100	New	+$1.99K	﹤0.01%	432

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

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

AllSquare Wealth Management held its CrowdStrike (CRWD) position steady in Q3 2025 at 852 shares worth $104K. The position accounts for 0.06% of the portfolio, ranked #154.

AllSquare Wealth Management first reported a position in CRWD in Q3 2019 and has held it in 25 quarters since. The position peaked at $108K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

AllSquare Wealth Management held 852 shares of CrowdStrike worth $104K as of Q3 2025.
AllSquare Wealth Management left its CrowdStrike share count unchanged in Q3 2025.
CrowdStrike made up 0.06% of AllSquare Wealth Management's portfolio in Q3 2025, its #154 holding.
AllSquare Wealth Management first reported a position in CrowdStrike in Q3 2019 and has held it in 25 quarters since.
AllSquare Wealth Management's CrowdStrike position peaked at $108K in Q2 2025.
2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.