RWMG
CRWD icon

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
Q2 		– Sell
-3,212
Closed -$313K – 25
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Redwood Wealth Management Group's CRWD Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 3,212 shares — an estimated $313K sold.

Redwood Wealth Management Group first reported a position in CRWD in Q2 2024 and held it in 7 quarters. The position peaked at $426K in Q2 2025. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 3,212 CrowdStrike shares in Q2 2026, an estimated $313K.
  • Redwood Wealth Management Group first reported a position in CrowdStrike in Q2 2024 and held it in 7 quarters.
  • Redwood Wealth Management Group's CrowdStrike position peaked at $426K in Q2 2025.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.