Bellwether Advisors’s CrowdStrike CRWD Stock Holding History

Bellwether 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 Q3	–	Sell	-388	Closed	-$49.4K	–	230
2025 Q2	$49.4K	Buy	388 +92	+31%	+$9.97K	0.01%	223
2025 Q1	$26.1K	Sell	296 -140	-32%	-$13.3K	0.01%	253
2024 Q4	$37.3K	Buy	+436	New	+$36.2K	0.01%	248
2023 Q2	–	Sell	-12	Closed	-$411	–	161
2023 Q1	$411	Buy	+12	New	+$347	﹤0.01%	396
2021 Q2	–	Sell	-25,420	Closed	-$1.16M	–	434
2021 Q1	$1.16M	Sell	25,420 -2,936	-10%	-$155K	0.46%	49
2020 Q4	$1.5M	Buy	+28,356	New	+$1.1M	0.66%	37

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

Bellwether Advisors's CRWD Position: Q3 2025 in Review

Bellwether Advisors sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 388 shares — an estimated $49.4K sold.

Bellwether Advisors first reported a position in CRWD in Q4 2020 and held it in 6 quarters. The position peaked at $1.5M in Q4 2020. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

Bellwether Advisors reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 388 CrowdStrike shares in Q3 2025, an estimated $49.4K.
Bellwether Advisors first reported a position in CrowdStrike in Q4 2020 and held it in 6 quarters.
Bellwether Advisors's CrowdStrike position peaked at $1.5M in Q4 2020.
2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.