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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Liberty Wealth Management's CRWD Position: Q3 2025 in Review

Liberty Wealth Management sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 1,724 shares — an estimated $220K sold.

Liberty Wealth Management first reported a position in CRWD in Q4 2020 and held it in 9 quarters. The position peaked at $2.54M in Q2 2024. 2,019 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

Liberty Wealth Management reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
Liberty Wealth Management sold 1,724 CrowdStrike shares in Q3 2025, an estimated $220K.
Liberty Wealth Management first reported a position in CrowdStrike in Q4 2020 and held it in 9 quarters.
Liberty Wealth Management's CrowdStrike position peaked at $2.54M in Q2 2024.
2,019 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on Liberty Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.