Carter Financial Group’s CrowdStrike CRWD Stock Holding History

Carter Financial Group’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	-1,808	Closed	-$222K	–	124
2025 Q3	$222K	Buy	+1,808	New	+$206K	0.13%	107

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Carter Financial Group's CRWD Position: Q4 2025 in Review

Carter Financial Group sold out of CrowdStrike (CRWD) in Q4 2025, closing a stake of 1,808 shares — an estimated $222K sold.

Carter Financial Group first reported a position in CRWD in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold CRWD as of Q4 2025.

Carter Financial Group reported no remaining CrowdStrike position as of Q4 2025 after selling out during the quarter.
Carter Financial Group sold 1,808 CrowdStrike shares in Q4 2025, an estimated $222K.
Carter Financial Group first reported a position in CrowdStrike in Q3 2025 and held it in 1 quarter.
Carter Financial Group's CrowdStrike position peaked at $222K in Q3 2025.
2,156 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2025.

Based on Carter Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.