Apexium Financial’s CrowdStrike CRWD Stock Holding History

Apexium Financial’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	$1.1M	Sell	8,996 -4	-0%	-$455	0.05%	126
2025 Q2	$1.15M	Sell	9,000 -136	-1%	-$14.7K	0.06%	119
2025 Q1	$805K	Buy	9,136 +112	+1%	+$10.7K	0.05%	136
2024 Q4	$772K	Sell	9,024 -116	-1%	-$9.64K	0.05%	124
2024 Q3	$641K	Buy	9,140 +40	+0.4%	+$2.84K	0.04%	121
2024 Q2	$872K	Buy	9,100 +52	+0.6%	+$4.32K	0.06%	100
2024 Q1	$725K	Sell	9,048 -160	-2%	-$12.2K	0.06%	113
2023 Q4	$588K	Sell	9,208 -100	-1%	-$5.24K	0.04%	163
2023 Q3	$389K	Hold	9,308	–	–	0.04%	148
2023 Q2	$342K	Sell	9,308 -20	-0.2%	-$697	0.03%	167
2023 Q1	$320K	Buy	9,328 +300	+3%	+$8.67K	0.03%	169
2022 Q4	$238K	Buy	9,028 +60	+0.7%	+$2.05K	0.02%	186
2022 Q3	$370K	Buy	+8,968	New	+$410K	0.05%	139

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

Apexium Financial's CRWD Position: Q3 2025 in Review

Apexium Financial reduced its CrowdStrike (CRWD) stake by 0.04% in Q3 2025, selling an estimated $455 and leaving 8,996 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #126.

Apexium Financial first reported a position in CRWD in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2025. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

Apexium Financial held 8,996 shares of CrowdStrike worth $1.1M as of Q3 2025.
Apexium Financial sold 4 CrowdStrike shares in Q3 2025, an estimated $455.
CrowdStrike made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #126 holding.
Apexium Financial first reported a position in CrowdStrike in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's CrowdStrike position peaked at $1.15M in Q2 2025.
2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.