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Phoenix Financial’s CrowdStrike CRWD Stock Holding History

Phoenix Financial’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 		$1.3M Sell
13,332
-164
-1% -$17.4K 0.01% 206
2025
Q4 		$1.58M Sell
13,496
-1,492
-10% -$190K 0.02% 198
2025
Q3 		$1.84M Buy
14,988
+1,376
+10% +$156K 0.02% 190
2025
Q2 		$1.73M Sell
13,612
-228
-2% -$24.7K 0.02% 194
2025
Q1 		$1.22M Sell
13,840
-9,336
-40% -$889K 0.02% 204
2024
Q4 		$1.98M Sell
23,176
-10,936
-32% -$909K 0.03% 185
2024
Q3 		$2.39M Sell
34,112
-6,744
-17% -$479K 0.04% 175
2024
Q2 		$3.91M Buy
40,856
+1,548
+4% +$129K 0.06% 155
2024
Q1 		$3.15M Sell
39,308
-952
-2% -$72.9K 0.04% 164
2023
Q4 		$2.87M Buy
40,260
+5,976
+17% +$313K 0.05% 164
2023
Q3 		$1.43M Buy
34,284
+7,132
+26% +$277K 0.03% 207
2023
Q2 		$997K Buy
27,152
+7,296
+37% +$254K 0.02% 215
2023
Q1 		$681K Buy
19,856
+204
+1% +$5.9K 0.02% 206
2022
Q4 		$517K Buy
19,652
+4,908
+33% +$168K 0.01% 218
2022
Q3 		$611K Sell
14,744
-856
-5% -$39.1K 0.01% 238
2022
Q2 		$657K Buy
15,600
+4,380
+39% +$198K 0.01% 266
2022
Q1 		$637K Buy
+11,220
New +$523K 0.01% 279
2021
Q1 		– Sell
-5,736
Closed -$300K – 412
2020
Q4 		$300K Buy
+5,736
New +$224K 0.01% 298

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial's CRWD Position: Q1 2026 in Review

Phoenix Financial reduced its CrowdStrike (CRWD) stake by 1.2% in Q1 2026, selling an estimated $17.4K and leaving 13,332 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #206.

Phoenix Financial first reported a position in CRWD in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.91M in Q2 2024. 2,080 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Phoenix Financial held 13,332 shares of CrowdStrike worth $1.3M as of Q1 2026.
  • Phoenix Financial sold 164 CrowdStrike shares in Q1 2026, an estimated $17.4K.
  • CrowdStrike made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #206 holding.
  • Phoenix Financial first reported a position in CrowdStrike in Q4 2020 and has held it in 18 quarters since.
  • Phoenix Financial's CrowdStrike position peaked at $3.91M in Q2 2024.
  • 2,080 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.