Defined Wealth Management’s CrowdStrike CRWD Stock Holding History

Defined 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	$308K	Buy	3,160 +60	+2%	+$6.36K	0.18%	93
2025 Q4	$363K	Buy	3,100 +16	+0.5%	+$2.04K	0.21%	87
2025 Q3	$378K	Buy	3,084 +20	+0.7%	+$2.27K	0.22%	84
2025 Q2	$390K	Sell	3,064 -52	-2%	-$5.64K	0.24%	87
2025 Q1	$275K	Buy	3,116 +12	+0.4%	+$1.14K	0.18%	96
2024 Q4	$266K	Buy	3,104 +24	+0.8%	+$2K	0.18%	99
2024 Q3	$216K	Buy	3,080 +16	+0.5%	+$1.14K	0.14%	104
2024 Q2	$294K	Buy	3,064 +12	+0.4%	+$998	0.2%	95
2024 Q1	$245K	Buy	+3,052	New	+$234K	0.18%	99

Other funds holding CRWD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Defined Wealth Management increased its CrowdStrike (CRWD) stake by 1.9% in Q1 2026, buying an estimated $6.36K and bringing the position to 3,160 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #93.

Defined Wealth Management first reported a position in CRWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $390K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Defined Wealth Management held 3,160 shares of CrowdStrike worth $308K as of Q1 2026.
Defined Wealth Management bought 60 CrowdStrike shares in Q1 2026, an estimated $6.36K.
CrowdStrike made up 0.18% of Defined Wealth Management's portfolio in Q1 2026, its #93 holding.
Defined Wealth Management first reported a position in CrowdStrike in Q1 2024 and has held it in 9 quarters since.
Defined Wealth Management's CrowdStrike position peaked at $390K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.