CWM
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Circle Wealth Management’s CrowdStrike CRWD Stock Holding History

Circle 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
Q1 		$6.41M Buy
65,684
+3,888
+6% +$412K 0.09% 46
2025
Q4 		$7.24M Sell
61,796
-1,808
-3% -$230K 0.11% 43
2025
Q3 		$7.8M Buy
63,604
+780
+1% +$88.7K 0.15% 41
2025
Q2 		$8M Buy
62,824
+1,312
+2% +$142K 0.17% 39
2025
Q1 		$5.42M Buy
61,512
+5,876
+11% +$560K 0.12% 41
2024
Q4 		$4.76M Buy
55,636
+2,952
+6% +$245K 0.1% 47
2024
Q3 		$3.69M Sell
52,684
-41,108
-44% -$2.92M 0.08% 53
2024
Q2 		$8.99M Buy
93,792
+2,260
+2% +$188K 0.21% 31
2024
Q1 		$7.34M Sell
91,532
-70,304
-43% -$5.38M 0.18% 35
2023
Q4 		$10.3M Sell
161,836
-2,060
-1% -$108K 0.26% 28
2023
Q3 		$6.86M Sell
163,896
-3,380
-2% -$131K 0.17% 34
2023
Q2 		$6.14M Sell
167,276
-284
-0.2% -$9.89K 0.81% 19
2023
Q1 		$5.75M Buy
167,560
+8,144
+5% +$235K 0.83% 18
2022
Q4 		$4.2M Buy
159,416
+42,636
+37% +$1.46M 0.65% 26
2022
Q3 		$4.81M Buy
116,780
+248
+0.2% +$11.3K 0.79% 21
2022
Q2 		$4.91M Buy
116,532
+29,684
+34% +$1.34M 0.78% 20
2022
Q1 		$4.93M Buy
86,848
+21,248
+32% +$990K 0.65% 25
2021
Q4 		$3.36M Sell
65,600
-17,616
-21% -$1.07M 0.44% 27
2021
Q3 		$5.11M Buy
83,216
+1,376
+2% +$88.8K 0.74% 20
2021
Q2 		$5.14M Buy
81,840
+20,336
+33% +$1.09M 0.74% 20
2021
Q1 		$2.81M Buy
61,504
+13,640
+28% +$721K 0.45% 29
2020
Q4 		$2.54M Buy
47,864
+9,724
+25% +$379K 0.36% 34
2020
Q3 		$1.31M Buy
38,140
+8,880
+30% +$259K 0.22% 53
2020
Q2 		$734K Buy
29,260
+3,348
+13% +$67.1K 0.13% 83
2020
Q1 		$361K Buy
+25,912
New +$366K 0.07% 132

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Circle Wealth Management's CRWD Position: Q1 2026 in Review

Circle Wealth Management increased its CrowdStrike (CRWD) stake by 6.3% in Q1 2026, buying an estimated $412K and bringing the position to 65,684 shares worth $6.41M. The position accounts for 0.09% of the portfolio, ranked #46.

Circle Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.3M in Q4 2023. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Circle Wealth Management held 65,684 shares of CrowdStrike worth $6.41M as of Q1 2026.
  • Circle Wealth Management bought 3,888 CrowdStrike shares in Q1 2026, an estimated $412K.
  • CrowdStrike made up 0.09% of Circle Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Circle Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 25 quarters since.
  • Circle Wealth Management's CrowdStrike position peaked at $10.3M in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.