Focused Wealth Management’s CrowdStrike CRWD Stock Holding History

Focused 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	$195K	Buy	+2,000	New	+$212K	0.02%	197
2024 Q2	–	Sell	-2,400	Closed	-$192K	–	239
2024 Q1	$192K	Buy	+2,400	New	+$184K	0.03%	163
2023 Q3	–	Sell	-12,800	Closed	-$1.74K	–	1050
2023 Q2	$1.74K	Buy	12,800 +6,400	+100%	+$223K	﹤0.01%	819
2023 Q1	$12.6K	Sell	6,400 -800	-11%	-$23.1K	﹤0.01%	501
2022 Q4	$81	Buy	+7,200	New	+$246K	﹤0.01%	1047
2021 Q4	–	Sell	-4,000	Closed	-$9K	–	1003
2021 Q3	$9K	Buy	+4,000	New	+$258K	﹤0.01%	621
2020 Q4	–	Sell	-6,400	Closed	-$18K	–	836
2020 Q3	$18K	Buy	+6,400	New	+$186K	﹤0.01%	431

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

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

Focused Wealth Management opened a new position in CrowdStrike (CRWD) in Q1 2026: 4,052 shares worth $395K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in CRWD as recently as Q1 2024.

Focused Wealth Management first reported a position in CRWD in Q3 2020 and has held it in 16 quarters since. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Focused Wealth Management held 4,052 shares of CrowdStrike worth $395K as of Q1 2026.
CrowdStrike was a new Focused Wealth Management position in Q1 2026.
CrowdStrike made up 0.04% of Focused Wealth Management's portfolio in Q1 2026, its #130 holding.
Focused Wealth Management first reported a position in CrowdStrike in Q3 2020 and has held it in 16 quarters since.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.