Northeast Financial Consultants’s CrowdStrike CRWD Stock Holding History

Northeast Financial Consultants’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	$295K	Sell	2,316 -3,900	-63%	-$423K	0.01%	249
2025 Q1	$548K	Hold	6,216	–	–	0.02%	186
2024 Q4	$532K	Buy	6,216 +356	+6%	+$29.6K	0.02%	190
2024 Q3	$411K	Buy	5,860 +400	+7%	+$28.4K	0.02%	215
2024 Q2	$523K	Hold	5,460	–	–	0.02%	183
2024 Q1	$438K	Sell	5,460 -160	-3%	-$12.2K	0.02%	209
2023 Q4	$359K	Hold	5,620	–	–	0.02%	218
2023 Q3	$235K	Hold	5,620	–	–	0.01%	247
2023 Q2	$206K	Sell	5,620 -26,136	-82%	-$911K	0.01%	271
2023 Q1	$1.09M	Buy	+31,756	New	+$918K	0.07%	139
2022 Q4	–	Sell	-25,676	Closed	-$1.06M	–	327
2022 Q3	$1.06M	Buy	25,676 +1,480	+6%	+$67.7K	0.08%	134
2022 Q2	$1.02M	Buy	24,196 +3,328	+16%	+$151K	0.07%	135
2022 Q1	$1.18M	Buy	20,868 +4,340	+26%	+$202K	0.07%	145
2021 Q4	$844K	Sell	16,528 -5,952	-26%	-$363K	0.05%	172
2021 Q3	$1.38M	Buy	22,480 +17,260	+331%	+$1.11M	0.09%	127
2021 Q2	$328K	Sell	5,220 -7,520	-59%	-$405K	0.02%	271
2021 Q1	$581K	Hold	12,740	–	–	0.04%	193
2020 Q4	$675K	Hold	12,740	–	–	0.06%	162
2020 Q3	$437K	Hold	12,740	–	–	0.04%	188
2020 Q2	$319K	Buy	+12,740	New	+$255K	0.03%	213

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

Jennison Associates New York $145B AUM 34.61% 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northeast Financial Consultants's CRWD Position: Q2 2025 in Review

Northeast Financial Consultants reduced its CrowdStrike (CRWD) stake by 63% in Q2 2025, selling an estimated $423K and leaving 2,316 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #249.

Northeast Financial Consultants first reported a position in CRWD in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.38M in Q3 2021. 2,035 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

Northeast Financial Consultants held 2,316 shares of CrowdStrike worth $295K as of Q2 2025.
Northeast Financial Consultants sold 3,900 CrowdStrike shares in Q2 2025, an estimated $423K.
CrowdStrike made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #249 holding.
Northeast Financial Consultants first reported a position in CrowdStrike in Q2 2020 and has held it in 20 quarters since.
Northeast Financial Consultants's CrowdStrike position peaked at $1.38M in Q3 2021.
2,035 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.