AWA
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Arete Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Arete Wealth Advisors’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
2026
Q1 		– Sell
-16,048
Closed -$1.88M – 402
2025
Q4 		$1.88M Buy
16,048
+700
+5% +$89.1K 0.11% 183
2025
Q3 		$1.88M Sell
15,348
-152
-1% -$17.3K 0.12% 178
2025
Q2 		$1.97M Sell
15,500
-172
-1% -$18.6K 0.14% 148
2025
Q1 		$1.38M Sell
15,672
-600
-4% -$57.2K 0.11% 198
2024
Q4 		$1.4M Buy
16,272
+608
+4% +$50.5K 0.1% 200
2024
Q3 		$1.09M Sell
15,664
-1,988
-11% -$141K 0.09% 213
2024
Q2 		$1.7M Buy
+17,652
New +$1.47M 0.14% 146
2024
Q1 		– Sell
-19,816
Closed -$1.24M – 449
2023
Q4 		$1.24M Buy
+19,816
New +$1.04M 0.09% 207
2023
Q3 		– Sell
-25,260
Closed -$927K – 539
2023
Q2 		$927K Buy
25,260
+1,044
+4% +$36.4K 0.08% 229
2023
Q1 		$831K Buy
24,216
+13,308
+122% +$385K 0.07% 245
2022
Q4 		$287M Buy
10,908
+2,200
+25% +$75.3K 0.03% 464
2022
Q3 		$359K Sell
8,708
-3,960
-31% -$181K 0.04% 361
2022
Q2 		$541K Sell
12,668
-3,136
-20% -$142K 0.05% 231
2022
Q1 		$897K Sell
15,804
-1,380
-8% -$64.3K 0.08% 198
2021
Q4 		$849K Buy
17,184
+1,824
+12% +$111K 0.07% 205
2021
Q3 		$935K Buy
15,360
+236
+2% +$15.2K 0.1% 176
2021
Q2 		$912K Buy
15,124
+404
+3% +$21.7K 0.13% 145
2021
Q1 		$672K Sell
14,720
-12,148
-45% -$643K 0.09% 201
2020
Q4 		$1.41M Sell
26,868
-2,100
-7% -$81.8K 0.2% 110
2020
Q3 		$1.01M Sell
28,968
-9,084
-24% -$265K 0.15% 150
2020
Q2 		$954K Sell
38,052
-2,284
-6% -$45.8K 0.17% 146
2020
Q1 		$561K Buy
+40,336
New +$569K 0.11% 183

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arete Wealth Advisors's CRWD Position: Q1 2026 in Review

Arete Wealth Advisors sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 16,048 shares — an estimated $1.88M sold.

Arete Wealth Advisors first reported a position in CRWD in Q1 2020 and held it in 22 quarters. The position peaked at $287M in Q4 2022. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Arete Wealth Advisors reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 16,048 CrowdStrike shares in Q1 2026, an estimated $1.88M.
  • Arete Wealth Advisors first reported a position in CrowdStrike in Q1 2020 and held it in 22 quarters.
  • Arete Wealth Advisors's CrowdStrike position peaked at $287M in Q4 2022.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.