LWM
CRWD icon

Liberty Wealth Management’s CrowdStrike CRWD Stock Holding History

Liberty 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
2025
Q3 		– Sell
-1,724
Closed -$220K – 250
2025
Q2 		$220K Sell
1,724
-25,084
-94% -$2.72M 0.03% 210
2025
Q1 		$2.36M Buy
26,808
+184
+0.7% +$17.5K 0.45% 48
2024
Q4 		$2.28M Buy
26,624
+64
+0.2% +$5.32K 0.38% 54
2024
Q3 		$1.86M Buy
26,560
+76
+0.3% +$5.4K 0.32% 55
2024
Q2 		$2.54M Buy
+26,484
New +$2.2M 0.47% 48
2021
Q4 		– Sell
-224
Closed -$14K – 355
2021
Q3 		$14K Buy
224
+20
+10% +$1.29K 0.01% 734
2021
Q2 		$13K Buy
204
+184
+920% +$9.9K 0.01% 586
2021
Q1 		$1K Hold
20
– – ﹤0.01% 855
2020
Q4 		$1K Buy
+20
New +$779 ﹤0.01% 852

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return