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Optimum Investment Advisors’s CrowdStrike CRWD Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-4,000
Closed -$1K – 884
2020
Q3 		$1K Buy
+4,000
New +$117K ﹤0.01% 842

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Optimum Investment Advisors's CRWD Position: Q3 2025 in Review

Optimum Investment Advisors reduced its CrowdStrike (CRWD) stake by 63% in Q3 2025, selling an estimated $91K and leaving 480 shares worth $58.8K. The position accounts for 0.02% of the portfolio, ranked #328.

Optimum Investment Advisors first reported a position in CRWD in Q2 2020 and has held it in 20 quarters since. The position peaked at $163K in Q2 2025. 2,017 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

  • Optimum Investment Advisors held 480 shares of CrowdStrike worth $58.8K as of Q3 2025.
  • Optimum Investment Advisors sold 800 CrowdStrike shares in Q3 2025, an estimated $91K.
  • CrowdStrike made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #328 holding.
  • Optimum Investment Advisors first reported a position in CrowdStrike in Q2 2020 and has held it in 20 quarters since.
  • Optimum Investment Advisors's CrowdStrike position peaked at $163K in Q2 2025.
  • 2,017 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.