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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management

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

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM