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Fortis Group Advisors’s CrowdStrike CRWD Stock Holding History

Fortis Group Advisors’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
Q4 		– Sell
-1,648
Closed -$224K – 581
2025
Q3 		$224K Buy
+1,648
New +$187K 0.04% 219
2025
Q2 		– Sell
-20,880
Closed -$1.84M – 533
2025
Q1 		$1.84M Sell
20,880
-27,360
-57% -$2.61M 0.36% 78
2024
Q4 		$4.13M Sell
48,240
-52
-0.1% -$4.32K 0.77% 41
2024
Q3 		$3.39M Buy
+48,292
New +$3.43M 0.63% 49

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fortis Group Advisors's CRWD Position: Q4 2025 in Review

Fortis Group Advisors sold out of CrowdStrike (CRWD) in Q4 2025, closing a stake of 1,648 shares — an estimated $224K sold.

Fortis Group Advisors first reported a position in CRWD in Q3 2024 and held it in 4 quarters. The position peaked at $4.13M in Q4 2024. 2,166 funds tracked by Wall St. Rank hold CRWD as of Q4 2025.

  • Fortis Group Advisors reported no remaining CrowdStrike position as of Q4 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 1,648 CrowdStrike shares in Q4 2025, an estimated $224K.
  • Fortis Group Advisors first reported a position in CrowdStrike in Q3 2024 and held it in 4 quarters.
  • Fortis Group Advisors's CrowdStrike position peaked at $4.13M in Q4 2024.
  • 2,166 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2025.

Based on Fortis Group Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.