Helen Stephens Group’s CrowdStrike CRWD Stock Holding History

Helen Stephens Group’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	-2,888	Closed	-$338K	–	126
2025 Q4	$338K	Buy	+2,888	New	+$368K	0.07%	86

Other funds holding CRWD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Helen Stephens Group's CRWD Position: Q1 2026 in Review

Helen Stephens Group sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 2,888 shares — an estimated $338K sold.

Helen Stephens Group first reported a position in CRWD in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 2,084 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Helen Stephens Group reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
Helen Stephens Group sold 2,888 CrowdStrike shares in Q1 2026, an estimated $338K.
Helen Stephens Group first reported a position in CrowdStrike in Q4 2025 and held it in 1 quarter.
Helen Stephens Group's CrowdStrike position peaked at $338K in Q4 2025.
2,084 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Helen Stephens Group's 13F filing for Q1 2026, filed 1 Apr 2026.