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GeoWealth Management’s CrowdStrike CRWD Stock Holding History

GeoWealth 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 		$258K Buy
2,640
+136
+5% +$14.4K 0.01% 662
2025
Q4 		$293K Sell
2,504
-40
-2% -$5.09K 0.01% 574
2025
Q3 		$312K Sell
2,544
-348
-12% -$39.6K 0.01% 574
2025
Q2 		$368K Buy
2,892
+416
+17% +$45.1K 0.01% 485
2025
Q1 		$218K Sell
2,476
-2,316
-48% -$221K 0.01% 639
2024
Q4 		$410K Sell
4,792
-576
-11% -$47.9K 0.01% 521
2024
Q3 		$376K Sell
5,368
-1,824
-25% -$130K 0.01% 533
2024
Q2 		$689K Buy
7,192
+2,256
+46% +$188K 0.03% 354
2024
Q1 		$396K Buy
4,936
+3,468
+236% +$265K 0.02% 496
2023
Q4 		$93K Buy
+1,468
New +$76.9K 0.01% 593

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

GeoWealth Management's CRWD Position: Q1 2026 in Review

GeoWealth Management increased its CrowdStrike (CRWD) stake by 5.4% in Q1 2026, buying an estimated $14.4K and bringing the position to 2,640 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #662.

GeoWealth Management first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $689K in Q2 2024. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • GeoWealth Management held 2,640 shares of CrowdStrike worth $258K as of Q1 2026.
  • GeoWealth Management bought 136 CrowdStrike shares in Q1 2026, an estimated $14.4K.
  • CrowdStrike made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #662 holding.
  • GeoWealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's CrowdStrike position peaked at $689K in Q2 2024.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.