NovaPoint Capital’s CrowdStrike CRWD Stock Holding History

NovaPoint 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 Q4	–	Sell	-3,768	Closed	-$462K	–	91
2025 Q3	$462K	Buy	+3,768	New	+$428K	0.11%	97
2025 Q2	–	Sell	-3,928	Closed	-$346K	–	88
2025 Q1	$346K	Buy	3,928 +300	+8%	+$28.6K	0.11%	111
2024 Q4	$310K	Buy	3,628 +400	+12%	+$33.3K	0.09%	110
2024 Q3	$226K	Sell	3,228 -2,184	-40%	-$155K	0.07%	124
2024 Q2	$518K	Buy	5,412 +760	+16%	+$63.2K	0.18%	87
2024 Q1	$373K	Buy	+4,652	New	+$356K	0.13%	101
2022 Q1	–	Sell	-5,936	Closed	-$304K	–	137
2021 Q4	$304K	Buy	5,936 +1,832	+45%	+$112K	0.11%	103
2021 Q3	$252K	Buy	4,104 +616	+18%	+$39.7K	0.1%	112
2021 Q2	$219K	Buy	+3,488	New	+$188K	0.09%	114

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return