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Oxford Financial Group’s CrowdStrike CRWD Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-1,780
Closed -$209K – 306
2025
Q4 		$209K Sell
1,780
-2,884
-62% -$367K 0.01% 228
2025
Q3 		$572K Buy
4,664
+2,988
+178% +$340K 0.03% 132
2025
Q2 		$213K Buy
+1,676
New +$182K 0.01% 203
2024
Q3 		– Sell
-2,532
Closed -$243K – 304
2024
Q2 		$243K Buy
+2,532
New +$211K 0.02% 237

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oxford Financial Group's CRWD Position: Q1 2026 in Review

Oxford Financial Group sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 1,780 shares — an estimated $209K sold.

Oxford Financial Group first reported a position in CRWD in Q2 2024 and held it in 4 quarters. The position peaked at $572K in Q3 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Oxford Financial Group reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
  • Oxford Financial Group sold 1,780 CrowdStrike shares in Q1 2026, an estimated $209K.
  • Oxford Financial Group first reported a position in CrowdStrike in Q2 2024 and held it in 4 quarters.
  • Oxford Financial Group's CrowdStrike position peaked at $572K in Q3 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.