CRWM
CRWD icon

Castle Rock Wealth Management’s CrowdStrike CRWD Stock Holding History

Castle Rock Wealth Management’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
Q3 		$4.4M Sell
15,783
-6,737
-30% -$1.43M 0.83% 24
2026
Q2 		$4.35M Buy
22,520
+688
+3% +$97.7K 0.85% 25
2026
Q1 		$2.18M Buy
21,832
+3,156
+17% +$334K 0.47% 59
2025
Q4 		$1.95M Buy
18,676
+760
+4% +$96.8K 0.42% 70
2025
Q3 		$2.24M Buy
17,916
+2,232
+14% +$254K 0.49% 57
2025
Q2 		$1.88M Buy
15,684
+536
+4% +$58.1K 0.44% 62
2025
Q1 		$1.37M Buy
15,148
+11,980
+378% +$1.14M 0.37% 76
2024
Q4 		$358K Sell
3,168
-88
-3% -$7.32K 0.09% 175
2024
Q3 		$236K Sell
3,256
-28,824
-90% -$2.05M 0.06% 226
2024
Q2 		$3.15M Buy
32,080
+1,072
+3% +$89.1K 0.79% 25
2024
Q1 		$2.29M Sell
31,008
-4,212
-12% -$322K 0.63% 31
2023
Q4 		$2.18M Buy
35,220
+7,528
+27% +$394K 0.66% 29
2023
Q3 		$1.21M Buy
27,692
+7,436
+37% +$289K 0.41% 59
2023
Q2 		$735K Buy
20,256
+2,480
+14% +$86.4K 0.25% 98
2023
Q1 		$577K Sell
17,776
-952
-5% -$27.5K 0.21% 108
2022
Q4 		$489K Buy
+18,728
New +$641K 0.22% 125
2021
Q4 		– Sell
-16,524
Closed -$1.17M – 252
2021
Q3 		$1.17M Buy
+16,524
New +$1.07M 0.4% 77

Other funds holding CRWD

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Castle Rock Wealth Management's CRWD Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its CrowdStrike (CRWD) stake by 30% in Q3 2026, selling an estimated $1.43M and leaving 15,783 shares worth $4.4M. The position accounts for 0.83% of the portfolio, ranked #24.

Castle Rock Wealth Management first reported a position in CRWD in Q3 2021 and has held it in 17 quarters since. 284 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Castle Rock Wealth Management held 15,783 shares of CrowdStrike worth $4.4M as of Q3 2026.
  • Castle Rock Wealth Management sold 6,737 CrowdStrike shares in Q3 2026, an estimated $1.43M.
  • CrowdStrike made up 0.83% of Castle Rock Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Castle Rock Wealth Management first reported a position in CrowdStrike in Q3 2021 and has held it in 17 quarters since.
  • 284 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.