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New Insight Wealth Advisors’s CrowdStrike CRWD Stock Holding History

New Insight Wealth 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
2025
Q2 		– Sell
-2,420
Closed -$213K – 107
2025
Q1 		$213K Sell
2,420
-48
-2% -$4.57K 0.1% 91
2024
Q4 		$211K Buy
+2,468
New +$205K 0.11% 87
2024
Q3 		– Sell
-2,508
Closed -$240K – 92
2024
Q2 		$240K Buy
+2,508
New +$209K 0.14% 72

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Insight Wealth Advisors's CRWD Position: Q2 2025 in Review

New Insight Wealth Advisors sold out of CrowdStrike (CRWD) in Q2 2025, closing a stake of 2,420 shares — an estimated $213K sold.

New Insight Wealth Advisors first reported a position in CRWD in Q2 2024 and held it in 3 quarters. The position peaked at $240K in Q2 2024. 2,035 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

  • New Insight Wealth Advisors reported no remaining CrowdStrike position as of Q2 2025 after selling out during the quarter.
  • New Insight Wealth Advisors sold 2,420 CrowdStrike shares in Q2 2025, an estimated $213K.
  • New Insight Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and held it in 3 quarters.
  • New Insight Wealth Advisors's CrowdStrike position peaked at $240K in Q2 2024.
  • 2,035 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on New Insight Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.