Plan Group Financial’s CrowdStrike CRWD Stock Holding History

Plan Group 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
2025 Q2	–	Sell	-3,384	Closed	-$298K	–	163
2025 Q1	$298K	Buy	3,384 +240	+8%	+$22.9K	0.11%	117
2024 Q4	$269K	Hold	3,144	–	–	0.14%	95
2024 Q3	$220K	Buy	+3,144	New	+$223K	0.12%	102

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

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Plan Group Financial's CRWD Position: Q2 2025 in Review

Plan Group Financial sold out of CrowdStrike (CRWD) in Q2 2025, closing a stake of 3,384 shares — an estimated $298K sold.

Plan Group Financial first reported a position in CRWD in Q3 2024 and held it in 3 quarters. The position peaked at $298K in Q1 2025. 2,035 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

Plan Group Financial reported no remaining CrowdStrike position as of Q2 2025 after selling out during the quarter.
Plan Group Financial sold 3,384 CrowdStrike shares in Q2 2025, an estimated $298K.
Plan Group Financial first reported a position in CrowdStrike in Q3 2024 and held it in 3 quarters.
Plan Group Financial's CrowdStrike position peaked at $298K in Q1 2025.
2,035 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on Plan Group Financial's 13F filing for Q2 2025, filed 13 Aug 2025.