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Destination Wealth Management’s CrowdStrike CRWD Stock Holding History

Destination 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 		– Sell
-3,836
Closed -$338K – 276
2025
Q1 		$338K Buy
+3,836
New +$365K 0.01% 197
2019
Q3 		– Sell
-200
Closed -$3K – 213
2019
Q2 		$3K Buy
+200
New +$3.4K ﹤0.01% 507

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Norges Bank Oslo, Norway $935B AUM

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

Destination Wealth Management sold out of CrowdStrike (CRWD) in Q2 2025, closing a stake of 3,836 shares — an estimated $338K sold.

Destination Wealth Management first reported a position in CRWD in Q2 2019 and held it in 2 quarters. The position peaked at $338K in Q1 2025. 2,035 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

  • Destination Wealth Management reported no remaining CrowdStrike position as of Q2 2025 after selling out during the quarter.
  • Destination Wealth Management sold 3,836 CrowdStrike shares in Q2 2025, an estimated $338K.
  • Destination Wealth Management first reported a position in CrowdStrike in Q2 2019 and held it in 2 quarters.
  • Destination Wealth Management's CrowdStrike position peaked at $338K in Q1 2025.
  • 2,035 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on Destination Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.