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
2025
Q4 		– Sell
-15,348
Closed -$1.88M – 445
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 		$287K 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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arete Wealth Advisors's CRWD Position: Q4 2025 in Review

Arete Wealth Advisors sold out of CrowdStrike (CRWD) in Q4 2025, closing a stake of 15,348 shares — an estimated $1.88M sold.

Arete Wealth Advisors first reported a position in CRWD in Q1 2020 and held it in 21 quarters. The position peaked at $1.97M in Q2 2025. 2,164 funds tracked by Wall St. Rank hold CRWD as of Q4 2025.

  • Arete Wealth Advisors reported no remaining CrowdStrike position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 15,348 CrowdStrike shares in Q4 2025, an estimated $1.88M.
  • Arete Wealth Advisors first reported a position in CrowdStrike in Q1 2020 and held it in 21 quarters.
  • Arete Wealth Advisors's CrowdStrike position peaked at $1.97M in Q2 2025.
  • 2,164 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.