MGB Wealth Management’s CrowdStrike CRWD Stock Holding History

MGB 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	-5,608	Closed	-$714K	–	318
2025 Q2	$714K	Buy	+5,608	New	+$608K	0.24%	93

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

MGB Wealth Management sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 5,608 shares — an estimated $714K sold.

MGB Wealth Management first reported a position in CRWD in Q2 2025 and held it in 1 quarter. The position peaked at $714K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

MGB Wealth Management reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
MGB Wealth Management sold 5,608 CrowdStrike shares in Q3 2025, an estimated $714K.
MGB Wealth Management first reported a position in CrowdStrike in Q2 2025 and held it in 1 quarter.
MGB Wealth Management's CrowdStrike position peaked at $714K in Q2 2025.
2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.