Marcum Wealth’s CrowdStrike CRWD Stock Holding History

Marcum Wealth’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 Q1	$395K	Sell	4,476 -16	-0.4%	-$1.52K	0.03%	229
2024 Q4	$384K	Buy	4,492 +24	+0.5%	+$2K	0.03%	235
2024 Q3	$313K	Buy	4,468 +76	+2%	+$5.4K	0.03%	274
2024 Q2	$421K	Sell	4,392 -100	-2%	-$8.31K	0.04%	222
2024 Q1	$360K	Sell	4,492 -408	-8%	-$31.2K	0.04%	237
2023 Q4	$313K	Sell	4,900 -276	-5%	-$14.5K	0.03%	245
2023 Q3	$217K	Buy	+5,176	New	+$201K	0.03%	304
2022 Q4	–	Sell	-5,452	Closed	-$225K	–	383
2022 Q3	$225K	Buy	+5,452	New	+$249K	0.03%	284
2022 Q2	–	Sell	-3,940	Closed	-$224K	–	390
2022 Q1	$224K	Buy	+3,940	New	+$184K	0.03%	299
2021 Q2	–	Sell	-4,904	Closed	-$224K	–	346
2021 Q1	$224K	Buy	+4,904	New	+$259K	0.04%	264

Other funds holding CRWD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Marcum Wealth's CRWD Position: Q1 2025 in Review

Marcum Wealth reduced its CrowdStrike (CRWD) stake by 0.36% in Q1 2025, selling an estimated $1.52K and leaving 4,476 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #229.

Marcum Wealth first reported a position in CRWD in Q1 2021 and has held it in 10 quarters since. The position peaked at $421K in Q2 2024. 1,820 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

Marcum Wealth held 4,476 shares of CrowdStrike worth $395K as of Q1 2025.
Marcum Wealth sold 16 CrowdStrike shares in Q1 2025, an estimated $1.52K.
CrowdStrike made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #229 holding.
Marcum Wealth first reported a position in CrowdStrike in Q1 2021 and has held it in 10 quarters since.
Marcum Wealth's CrowdStrike position peaked at $421K in Q2 2024.
1,820 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.