Congress Wealth Management’s CrowdStrike CRWD Stock Holding History

Congress 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	$6.84M	Buy	53,744 +10,128	+23%	+$1.1M	0.07%	328
2025 Q1	$3.87M	Buy	43,616 +37,900	+663%	+$3.61M	0.05%	369
2024 Q4	$489K	Buy	5,716 +268	+5%	+$22.3K	0.01%	644
2024 Q3	$382K	Sell	5,448 -13,224	-71%	-$939K	0.01%	685
2024 Q2	$1.79M	Buy	18,672 +1,592	+9%	+$132K	0.03%	373
2024 Q1	$1.37M	Buy	17,080 +1,944	+13%	+$149K	0.02%	351
2023 Q4	$966K	Buy	15,136 +2,896	+24%	+$152K	0.02%	396
2023 Q3	$512K	Buy	+12,240	New	+$476K	0.01%	454
2022 Q1	–	Sell	-4,488	Closed	-$229K	–	599
2021 Q4	$229K	Buy	+4,488	New	+$273K	﹤0.01%	573

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management increased its CrowdStrike (CRWD) stake by 23% in Q2 2025, buying an estimated $1.1M and bringing the position to 53,744 shares worth $6.84M. The position accounts for 0.07% of the portfolio, ranked #328.

Congress Wealth Management first reported a position in CRWD in Q4 2021 and has held it in 9 quarters since. 2,037 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

Congress Wealth Management held 53,744 shares of CrowdStrike worth $6.84M as of Q2 2025.
Congress Wealth Management bought 10,128 CrowdStrike shares in Q2 2025, an estimated $1.1M.
CrowdStrike made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #328 holding.
Congress Wealth Management first reported a position in CrowdStrike in Q4 2021 and has held it in 9 quarters since.
2,037 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.