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
2026 Q2	$225K	Buy	+1,180	New	+$168K	0.02%	222
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NewSquare Capital's CRWD Position: Q2 2026 in Review

NewSquare Capital opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,180 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in CRWD as recently as Q2 2025.

NewSquare Capital first reported a position in CRWD in Q2 2020 and has held it in 20 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

NewSquare Capital held 1,180 shares of CrowdStrike worth $225K as of Q2 2026.
CrowdStrike was a new NewSquare Capital position in Q2 2026.
CrowdStrike made up 0.02% of NewSquare Capital's portfolio in Q2 2026, its #222 holding.
NewSquare Capital first reported a position in CrowdStrike in Q2 2020 and has held it in 20 quarters since.
2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.