Orion Portfolio Solutions’s CrowdStrike CRWD Stock Holding History

Orion Portfolio Solutions’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 Q1	$4.2M	Buy	47,616 +8,424	+21%	+$803K	0.04%	402
2024 Q4	$3.35M	Buy	39,192 +16,176	+70%	+$1.34M	0.03%	458
2024 Q3	$1.61M	Sell	23,016 -3,480	-13%	-$247K	0.02%	805
2024 Q2	$2.54M	Sell	26,496 -64	-0.2%	-$5.32K	0.03%	537
2024 Q1	$2.13M	Sell	26,560 -3,032	-10%	-$232K	0.02%	637
2023 Q4	$1.93M	Sell	29,592 -3,252	-10%	-$170K	0.02%	646
2023 Q3	$1.37M	Buy	32,844 +2,592	+9%	+$101K	0.02%	782
2023 Q2	$1.11M	Buy	30,252 +15,680	+108%	+$546K	0.01%	904
2023 Q1	$500K	Buy	+14,572	New	+$421K	0.01%	1141
2020 Q3	–	Sell	-140	Closed	-$4K	–	759
2020 Q2	$4K	Sell	140 -268	-66%	-$5.37K	﹤0.01%	1533
2020 Q1	$6K	Buy	+408	New	+$5.76K	﹤0.01%	1222

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Orion Portfolio Solutions's CRWD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its CrowdStrike (CRWD) stake by 21% in Q1 2025, buying an estimated $803K and bringing the position to 47,616 shares worth $4.2M. The position accounts for 0.04% of the portfolio, ranked #402.

Orion Portfolio Solutions first reported a position in CRWD in Q1 2020 and has held it in 11 quarters since. 1,819 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

Orion Portfolio Solutions held 47,616 shares of CrowdStrike worth $4.2M as of Q1 2025.
Orion Portfolio Solutions bought 8,424 CrowdStrike shares in Q1 2025, an estimated $803K.
CrowdStrike made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #402 holding.
Orion Portfolio Solutions first reported a position in CrowdStrike in Q1 2020 and has held it in 11 quarters since.
1,819 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.