Redwood Wealth Management Group’s CrowdStrike CRWD Stock Holding History

Redwood Wealth Management 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	$313K	Buy	3,212 +12	+0.4%	+$1.27K	0.14%	127
2025 Q4	$375K	Sell	3,200 -108	-3%	-$13.7K	0.16%	114
2025 Q3	$406K	Sell	3,308 -36	-1%	-$4.09K	0.17%	114
2025 Q2	$426K	Hold	3,344	–	–	0.19%	111
2025 Q1	$295K	Buy	3,344 +528	+19%	+$50.3K	0.15%	126
2024 Q4	$241K	Buy	+2,816	New	+$234K	0.12%	143
2024 Q3	–	Sell	-3,072	Closed	-$294K	–	366
2024 Q2	$294K	Buy	+3,072	New	+$255K	0.22%	91

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Redwood Wealth Management Group's CRWD Position: Q1 2026 in Review

Redwood Wealth Management Group increased its CrowdStrike (CRWD) stake by 0.38% in Q1 2026, buying an estimated $1.27K and bringing the position to 3,212 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #127.

Redwood Wealth Management Group first reported a position in CRWD in Q2 2024 and has held it in 7 quarters since. The position peaked at $426K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Redwood Wealth Management Group held 3,212 shares of CrowdStrike worth $313K as of Q1 2026.
Redwood Wealth Management Group bought 12 CrowdStrike shares in Q1 2026, an estimated $1.27K.
CrowdStrike made up 0.14% of Redwood Wealth Management Group's portfolio in Q1 2026, its #127 holding.
Redwood Wealth Management Group first reported a position in CrowdStrike in Q2 2024 and has held it in 7 quarters since.
Redwood Wealth Management Group's CrowdStrike position peaked at $426K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.