MFG
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Mosaic Financial Group’s CrowdStrike CRWD Stock Holding History

Mosaic Financial Group’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 		$329K Hold
3,368
– – 0.23% 89
2025
Q4 		$395K Hold
3,368
– – 0.27% 79
2025
Q3 		$413K Hold
3,368
– – 0.29% 70
2025
Q2 		$429K Sell
3,368
-96
-3% -$10.4K 0.33% 69
2025
Q1 		$305K Hold
3,464
– – 0.25% 86
2024
Q4 		$296K Buy
+3,464
New +$288K 0.21% 88

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

Mosaic Financial Group's CRWD Position: Q1 2026 in Review

Mosaic Financial Group held its CrowdStrike (CRWD) position steady in Q1 2026 at 3,368 shares worth $329K. The position accounts for 0.23% of the portfolio, ranked #89.

Mosaic Financial Group first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $429K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Mosaic Financial Group held 3,368 shares of CrowdStrike worth $329K as of Q1 2026.
  • Mosaic Financial Group left its CrowdStrike share count unchanged in Q1 2026.
  • CrowdStrike made up 0.23% of Mosaic Financial Group's portfolio in Q1 2026, its #89 holding.
  • Mosaic Financial Group first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Mosaic Financial Group's CrowdStrike position peaked at $429K in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.