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Bard Financial Services’s CrowdStrike CRWD Stock Holding History

Bard Financial Services’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 		$1.12M Hold
9,140
– – 0.12% 116
2025
Q2 		$1.16M Hold
9,140
– – 0.14% 111
2025
Q1 		$806K Buy
9,140
+260
+3% +$24.8K 0.1% 127
2024
Q4 		$760K Buy
8,880
+200
+2% +$16.6K 0.09% 124
2024
Q3 		$609K Sell
8,680
-1,400
-14% -$99.4K 0.07% 139
2024
Q2 		$966K Hold
10,080
– – 0.1% 121
2024
Q1 		$808K Buy
10,080
+340
+3% +$26K 0.09% 129
2023
Q4 		$622K Buy
9,740
+2,140
+28% +$112K 0.07% 143
2023
Q3 		$318K Sell
7,600
-500
-6% -$19.4K 0.04% 175
2023
Q2 		$297K Buy
8,100
+500
+7% +$17.4K 0.02% 257
2023
Q1 		$261K Buy
+7,600
New +$220K 0.02% 274
2022
Q4 		– Sell
-6,900
Closed -$285K – 306
2022
Q3 		$285K Buy
6,900
+200
+3% +$9.15K 0.03% 241
2022
Q2 		$282K Buy
6,700
+400
+6% +$18.1K 0.03% 238
2022
Q1 		$358K Buy
6,300
+700
+13% +$32.6K 0.03% 223
2021
Q4 		$287K Sell
5,600
-400
-7% -$24.4K 0.02% 240
2021
Q3 		$369K Buy
6,000
+200
+3% +$12.9K 0.03% 206
2021
Q2 		$364K Buy
+5,800
New +$312K 0.03% 209

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bard Financial Services's CRWD Position: Q3 2025 in Review

Bard Financial Services held its CrowdStrike (CRWD) position steady in Q3 2025 at 9,140 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #116.

Bard Financial Services first reported a position in CRWD in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.16M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

  • Bard Financial Services held 9,140 shares of CrowdStrike worth $1.12M as of Q3 2025.
  • Bard Financial Services left its CrowdStrike share count unchanged in Q3 2025.
  • CrowdStrike made up 0.12% of Bard Financial Services's portfolio in Q3 2025, its #116 holding.
  • Bard Financial Services first reported a position in CrowdStrike in Q2 2021 and has held it in 17 quarters since.
  • Bard Financial Services's CrowdStrike position peaked at $1.16M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.