Prevail Innovative Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Prevail Innovative Wealth 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
2025 Q3	–	Sell	-6,520	Closed	-$830K	–	211
2025 Q2	$830K	Buy	+6,520	New	+$707K	0.19%	149
2024 Q4	–	Sell	-86,796	Closed	-$6.09M	–	176
2024 Q3	$6.09M	Buy	+86,796	New	+$6.16M	1.85%	9

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CRWD Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 6,520 shares — an estimated $830K sold.

Prevail Innovative Wealth Advisors first reported a position in CRWD in Q3 2024 and held it in 2 quarters. The position peaked at $6.09M in Q3 2024. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

Prevail Innovative Wealth Advisors reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 6,520 CrowdStrike shares in Q3 2025, an estimated $830K.
Prevail Innovative Wealth Advisors first reported a position in CrowdStrike in Q3 2024 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's CrowdStrike position peaked at $6.09M in Q3 2024.
2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.