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Bogart Wealth LLC’s CrowdStrike CRWD Stock Holding History

Bogart Wealth LLC’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 		$351K Sell
3,600
-56
-2% -$5.93K 0.01% 201
2025
Q4 		$428K Sell
3,656
-696
-16% -$88.6K 0.02% 182
2025
Q3 		$534K Sell
4,352
-28
-0.6% -$3.18K 0.02% 157
2025
Q2 		$558K Buy
4,380
+264
+6% +$28.6K 0.02% 153
2025
Q1 		$363K Buy
4,116
+1,156
+39% +$110K 0.02% 177
2024
Q4 		$253K Buy
2,960
+636
+27% +$52.9K 0.01% 201
2024
Q3 		$163K Sell
2,324
-156
-6% -$11.1K 0.01% 233
2024
Q2 		$238K Sell
2,480
-224
-8% -$18.6K 0.01% 199
2024
Q1 		$217K Buy
2,704
+2,104
+351% +$161K 0.01% 195
2023
Q4 		$38.3K Buy
600
+200
+50% +$10.5K ﹤0.01% 415
2023
Q3 		$16.7K Buy
400
+144
+56% +$5.6K ﹤0.01% 506
2023
Q2 		$9.4K Buy
256
+200
+357% +$6.97K ﹤0.01% 593
2023
Q1 		$1.92K Buy
+56
New +$1.62K ﹤0.01% 909
2022
Q3 		– Sell
-104
Closed -$4K – 1017
2022
Q2 		$4K Buy
104
+64
+160% +$2.9K ﹤0.01% 658
2022
Q1 		$2K Buy
+40
New +$1.86K ﹤0.01% 668

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

Bogart Wealth LLC's CRWD Position: Q1 2026 in Review

Bogart Wealth LLC reduced its CrowdStrike (CRWD) stake by 1.5% in Q1 2026, selling an estimated $5.93K and leaving 3,600 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #201.

Bogart Wealth LLC first reported a position in CRWD in Q1 2022 and has held it in 15 quarters since. The position peaked at $558K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Bogart Wealth LLC held 3,600 shares of CrowdStrike worth $351K as of Q1 2026.
  • Bogart Wealth LLC sold 56 CrowdStrike shares in Q1 2026, an estimated $5.93K.
  • CrowdStrike made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #201 holding.
  • Bogart Wealth LLC first reported a position in CrowdStrike in Q1 2022 and has held it in 15 quarters since.
  • Bogart Wealth LLC's CrowdStrike position peaked at $558K in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.