NewSquare Capital’s CrowdStrike CRWD Stock Holding History

NewSquare Capital’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	-696	Closed	-$88.6K	–	411
2025 Q2	$88.6K	Buy	696 +252	+57%	+$27.3K	0.01%	227
2025 Q1	$39.1K	Buy	444 +388	+693%	+$37K	﹤0.01%	261
2024 Q4	$4.79K	Buy	+56	New	+$4.66K	﹤0.01%	369
2024 Q2	–	Sell	-20	Closed	-$1.6K	–	375
2024 Q1	$1.6K	Hold	20	–	–	﹤0.01%	349
2023 Q4	$1.28K	Sell	20 -52	-72%	-$2.72K	﹤0.01%	400
2023 Q3	$3.01K	Hold	72	–	–	﹤0.01%	421
2023 Q2	$2.64K	Sell	72 -172	-70%	-$5.99K	﹤0.01%	493
2023 Q1	$8.37K	Sell	244 -128	-34%	-$3.7K	﹤0.01%	371
2022 Q4	$9.79K	Sell	372 -28	-7%	-$958	﹤0.01%	294
2022 Q3	$16K	Hold	400	–	–	﹤0.01%	232
2022 Q2	$17K	Hold	400	–	–	﹤0.01%	229
2022 Q1	$23K	Hold	400	–	–	﹤0.01%	230
2021 Q4	$20K	Hold	400	–	–	﹤0.01%	240
2021 Q3	$25K	Hold	400	–	–	﹤0.01%	224
2021 Q2	$25K	Hold	400	–	–	﹤0.01%	219
2021 Q1	$18K	Sell	400 -200	-33%	-$10.6K	﹤0.01%	203
2020 Q4	$32K	Buy	600 +400	+200%	+$15.6K	﹤0.01%	188
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	248
2020 Q2	$5K	Buy	+200	New	+$4.01K	﹤0.01%	256

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

NewSquare Capital's CRWD Position: Q3 2025 in Review

NewSquare Capital sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 696 shares — an estimated $88.6K sold.

NewSquare Capital first reported a position in CRWD in Q2 2020 and held it in 19 quarters. The position peaked at $88.6K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

NewSquare Capital reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 696 CrowdStrike shares in Q3 2025, an estimated $88.6K.
NewSquare Capital first reported a position in CrowdStrike in Q2 2020 and held it in 19 quarters.
NewSquare Capital's CrowdStrike position peaked at $88.6K in Q2 2025.
2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.