CWP
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Capital Wealth Planning’s CrowdStrike CRWD Stock Holding History

Capital Wealth Planning’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
-2,200
Closed -$270K – 157
2025
Q3 		$270K Buy
+2,200
New +$250K ﹤0.01% 146
2024
Q2 		– Sell
-2,948
Closed -$236K – 132
2024
Q1 		$236K Buy
+2,948
New +$226K ﹤0.01% 132

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

Capital Wealth Planning's CRWD Position: Q4 2025 in Review

Capital Wealth Planning sold out of CrowdStrike (CRWD) in Q4 2025, closing a stake of 2,200 shares — an estimated $270K sold.

Capital Wealth Planning first reported a position in CRWD in Q1 2024 and held it in 2 quarters. The position peaked at $270K in Q3 2025. 2,164 funds tracked by Wall St. Rank hold CRWD as of Q4 2025.

  • Capital Wealth Planning reported no remaining CrowdStrike position as of Q4 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 2,200 CrowdStrike shares in Q4 2025, an estimated $270K.
  • Capital Wealth Planning first reported a position in CrowdStrike in Q1 2024 and held it in 2 quarters.
  • Capital Wealth Planning's CrowdStrike position peaked at $270K in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2025.

Based on Capital Wealth Planning's 13F filing for Q4 2025, filed 11 Feb 2026.