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Dynasty Wealth Management’s CrowdStrike CRWD Stock Holding History

Dynasty 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 		$467K Sell
4,788
-1,216
-20% -$129K ﹤0.01% 243
2025
Q4 		$704K Buy
6,004
+544
+10% +$69.3K 0.01% 215
2025
Q3 		$669K Buy
+5,460
New +$621K 0.01% 198

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

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

Dynasty Wealth Management reduced its CrowdStrike (CRWD) stake by 20% in Q1 2026, selling an estimated $129K and leaving 4,788 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Dynasty Wealth Management first reported a position in CRWD in Q3 2025 and has held it in 3 quarters since. The position peaked at $704K in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Dynasty Wealth Management held 4,788 shares of CrowdStrike worth $467K as of Q1 2026.
  • Dynasty Wealth Management sold 1,216 CrowdStrike shares in Q1 2026, an estimated $129K.
  • CrowdStrike made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #243 holding.
  • Dynasty Wealth Management first reported a position in CrowdStrike in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's CrowdStrike position peaked at $704K in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.