RF&L Wealth Management’s CrowdStrike CRWD Stock Holding History

RF&L Wealth Management’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	–	Sell	-18,000	Closed	-$2.11M	–	53
2025 Q4	$2.11M	Hold	18,000	–	–	1.18%	25
2025 Q3	$2.21M	Hold	18,000	–	–	1.3%	25
2025 Q2	$2.29M	Buy	18,000 +4,000	+29%	+$434K	1.48%	22
2025 Q1	$1.23M	Hold	14,000	–	–	0.88%	28
2024 Q4	$1.2M	Hold	14,000	–	–	0.85%	27
2024 Q3	$982K	Buy	+14,000	New	+$994K	0.69%	31

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RF&L Wealth Management's CRWD Position: Q1 2026 in Review

RF&L Wealth Management sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 18,000 shares — an estimated $2.11M sold.

RF&L Wealth Management first reported a position in CRWD in Q3 2024 and held it in 6 quarters. The position peaked at $2.29M in Q2 2025. 2,084 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

RF&L Wealth Management reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
RF&L Wealth Management sold 18,000 CrowdStrike shares in Q1 2026, an estimated $2.11M.
RF&L Wealth Management first reported a position in CrowdStrike in Q3 2024 and held it in 6 quarters.
RF&L Wealth Management's CrowdStrike position peaked at $2.29M in Q2 2025.
2,084 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.