MWM
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Mindset Wealth Management’s CrowdStrike CRWD Stock Holding History

Mindset 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
2026
Q1 		$919K Buy
9,412
+1,040
+12% +$110K 0.25% 49
2025
Q4 		$981K Sell
8,372
-440
-5% -$56K 0.26% 41
2025
Q3 		$1.08M Buy
8,812
+1,024
+13% +$116K 0.29% 32
2025
Q2 		$992K Buy
7,788
+600
+8% +$65K 0.32% 30
2025
Q1 		$634K Buy
7,188
+612
+9% +$58.3K 0.25% 51
2024
Q4 		$563K Buy
6,576
+1,552
+31% +$129K 0.21% 51
2024
Q3 		$352K Buy
+5,024
New +$357K 0.15% 83

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mindset Wealth Management's CRWD Position: Q1 2026 in Review

Mindset Wealth Management increased its CrowdStrike (CRWD) stake by 12% in Q1 2026, buying an estimated $110K and bringing the position to 9,412 shares worth $919K. The position accounts for 0.25% of the portfolio, ranked #49.

Mindset Wealth Management first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Mindset Wealth Management held 9,412 shares of CrowdStrike worth $919K as of Q1 2026.
  • Mindset Wealth Management bought 1,040 CrowdStrike shares in Q1 2026, an estimated $110K.
  • CrowdStrike made up 0.25% of Mindset Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Mindset Wealth Management first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's CrowdStrike position peaked at $1.08M in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.