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Caliber Wealth Management (Kansas)’s CrowdStrike CRWD Stock Holding History

Caliber Wealth Management (Kansas)’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
-1,872
Closed -$238K – 266
2025
Q2 		$238K Buy
+1,872
New +$203K 0.03% 250

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CRWD Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 1,872 shares — an estimated $238K sold.

Caliber Wealth Management (Kansas) first reported a position in CRWD in Q2 2025 and held it in 1 quarter. The position peaked at $238K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 1,872 CrowdStrike shares in Q3 2025, an estimated $238K.
  • Caliber Wealth Management (Kansas) first reported a position in CrowdStrike in Q2 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s CrowdStrike position peaked at $238K in Q2 2025.
  • 2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.