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Moneta Group Investment Advisors’s CrowdStrike CRWD Stock Holding History

Moneta Group Investment Advisors’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 		$1.27M Sell
12,988
-2,072
-14% -$220K 0.01% 331
2025
Q4 		$1.76M Buy
15,060
+708
+5% +$90.1K 0.01% 278
2025
Q3 		$1.76M Buy
14,352
+296
+2% +$33.7K 0.01% 273
2025
Q2 		$1.79M Buy
14,056
+2,900
+26% +$314K 0.02% 239
2025
Q1 		$983K Sell
11,156
-4
-0% -$381 0.01% 293
2024
Q4 		$955K Buy
11,160
+888
+9% +$73.8K 0.01% 289
2024
Q3 		$720K Buy
10,272
+1,244
+14% +$88.3K 0.01% 334
2024
Q2 		$865K Buy
9,028
+1,148
+15% +$95.5K 0.01% 287
2024
Q1 		$632K Buy
7,880
+1,660
+27% +$127K 0.01% 332
2023
Q4 		$397K Sell
6,220
-50,956
-89% -$2.67M 0.01% 378
2023
Q3 		$2.39M Buy
57,176
+244
+0.4% +$9.48K 0.05% 149
2023
Q2 		$2.09M Buy
56,932
+744
+1% +$25.9K 0.05% 159
2023
Q1 		$1.93M Buy
+56,188
New +$1.62M 0.05% 163

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

Moneta Group Investment Advisors's CRWD Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its CrowdStrike (CRWD) stake by 14% in Q1 2026, selling an estimated $220K and leaving 12,988 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #331.

Moneta Group Investment Advisors first reported a position in CRWD in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q3 2023. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Moneta Group Investment Advisors held 12,988 shares of CrowdStrike worth $1.27M as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,072 CrowdStrike shares in Q1 2026, an estimated $220K.
  • CrowdStrike made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #331 holding.
  • Moneta Group Investment Advisors first reported a position in CrowdStrike in Q1 2023 and has held it in 13 quarters since.
  • Moneta Group Investment Advisors's CrowdStrike position peaked at $2.39M in Q3 2023.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.