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Centricity Wealth Management’s CrowdStrike CRWD Stock Holding History

Centricity 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
2025
Q2 		$190K Hold
1,496
– – 0.15% 77
2025
Q1 		$132K Hold
1,496
– – 0.12% 97
2024
Q4 		$128K Buy
+1,496
New +$124K 0.12% 97

Other funds holding CRWD

Vanguard Group
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Centricity Wealth Management's CRWD Position: Q2 2025 in Review

Centricity Wealth Management held its CrowdStrike (CRWD) position steady in Q2 2025 at 1,496 shares worth $190K. The position accounts for 0.15% of the portfolio, ranked #77.

Centricity Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 3 quarters since. 2,037 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

  • Centricity Wealth Management held 1,496 shares of CrowdStrike worth $190K as of Q2 2025.
  • Centricity Wealth Management left its CrowdStrike share count unchanged in Q2 2025.
  • CrowdStrike made up 0.15% of Centricity Wealth Management's portfolio in Q2 2025, its #77 holding.
  • Centricity Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 3 quarters since.
  • 2,037 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.