Formulate Financial’s CrowdStrike CRWD Stock Holding History

Formulate Financial’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	–	Sell	-2,636	Closed	-$309K	–	27
2025 Q4	$309K	Buy	2,636 +280	+12%	+$35.6K	0.36%	22
2025 Q3	$289K	Buy	+2,356	New	+$268K	0.36%	21

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return

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

Formulate Financial's CRWD Position: Q1 2026 in Review

Formulate Financial sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 2,636 shares — an estimated $309K sold.

Formulate Financial first reported a position in CRWD in Q3 2025 and held it in 2 quarters. The position peaked at $309K in Q4 2025. 2,080 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Formulate Financial reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
Formulate Financial sold 2,636 CrowdStrike shares in Q1 2026, an estimated $309K.
Formulate Financial first reported a position in CrowdStrike in Q3 2025 and held it in 2 quarters.
Formulate Financial's CrowdStrike position peaked at $309K in Q4 2025.
2,080 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Formulate Financial's 13F filing for Q1 2026, filed 29 Apr 2026.