RMR Wealth Builders
CRWD icon

RMR Wealth Builders’s CrowdStrike CRWD Stock Holding History

RMR Wealth Builders’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
Q3 		$11.3M Sell
42,539
-5,865
-12% -$1.24M 0.66% 28
2026
Q2 		$9.23M Buy
48,404
+6,364
+15% +$904K 0.57% 29
2026
Q1 		$4.1M Buy
42,040
+4,388
+12% +$465K 0.32% 47
2025
Q4 		$4.41M Buy
37,652
+1,712
+5% +$218K 0.35% 45
2025
Q3 		$4.41M Buy
35,940
+336
+0.9% +$38.2K 0.37% 36
2025
Q2 		$4.53M Buy
35,604
+1,160
+3% +$126K 0.41% 34
2025
Q1 		$3.04M Buy
34,444
+3,344
+11% +$319K 0.32% 42
2024
Q4 		$2.66M Buy
31,100
+1,232
+4% +$102K 0.27% 48
2024
Q3 		$2.09M Buy
29,868
+9,364
+46% +$665K 0.22% 58
2024
Q2 		$1.96M Buy
20,504
+1,544
+8% +$128K 0.23% 57
2024
Q1 		$1.52M Buy
18,960
+5,816
+44% +$445K 0.18% 71
2023
Q4 		$839K Buy
13,144
+224
+2% +$11.7K 0.12% 99
2023
Q3 		$541K Buy
12,920
+248
+2% +$9.6K 0.09% 124
2023
Q2 		$465K Sell
12,672
-416
-3% -$14.5K 0.08% 122
2023
Q1 		$449K Buy
13,088
+4,272
+48% +$124K 0.09% 117
2022
Q4 		$232K Sell
8,816
-1,068
-11% -$36.5K 0.05% 173
2022
Q3 		$407K Buy
+9,884
New +$452K 0.1% 109
2022
Q1 		– Sell
-4,352
Closed -$223K – 208
2021
Q4 		$223K Buy
4,352
+36
+0.8% +$2.19K 0.06% 110
2021
Q3 		$265K Buy
+4,316
New +$278K 0.08% 151
2021
Q2 		– Sell
-3,380
Closed -$154K – 277
2021
Q1 		$154K Buy
3,380
+1,140
+51% +$60.3K 0.04% 223
2020
Q4 		$119K Buy
+2,240
New +$87.3K 0.06% 192
2019
Q4 		$5K Buy
+440
New +$5.77K ﹤0.01% 370

Other funds holding CRWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

RMR Wealth Builders's CRWD Position: Q3 2026 in Review

RMR Wealth Builders reduced its CrowdStrike (CRWD) stake by 12% in Q3 2026, selling an estimated $1.24M and leaving 42,539 shares worth $11.3M. The position accounts for 0.66% of the portfolio, ranked #28.

RMR Wealth Builders first reported a position in CRWD in Q4 2019 and has held it in 22 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • RMR Wealth Builders held 42,539 shares of CrowdStrike worth $11.3M as of Q3 2026.
  • RMR Wealth Builders sold 5,865 CrowdStrike shares in Q3 2026, an estimated $1.24M.
  • CrowdStrike made up 0.66% of RMR Wealth Builders's portfolio in Q3 2026, its #28 holding.
  • RMR Wealth Builders first reported a position in CrowdStrike in Q4 2019 and has held it in 22 quarters since.
  • 1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.