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Sagace Wealth Management’s CrowdStrike CRWD Stock Holding History

Sagace 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
-1,940
Closed -$227K – 73
2025
Q4 		$227K Sell
1,940
-96
-5% -$12.2K 0.15% 64
2025
Q3 		$250K Buy
2,036
+52
+3% +$5.91K 0.17% 60
2025
Q2 		$253K Buy
+1,984
New +$215K 0.19% 56

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sagace Wealth Management's CRWD Position: Q1 2026 in Review

Sagace Wealth Management sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 1,940 shares — an estimated $227K sold.

Sagace Wealth Management first reported a position in CRWD in Q2 2025 and held it in 3 quarters. The position peaked at $253K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Sagace Wealth Management reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
  • Sagace Wealth Management sold 1,940 CrowdStrike shares in Q1 2026, an estimated $227K.
  • Sagace Wealth Management first reported a position in CrowdStrike in Q2 2025 and held it in 3 quarters.
  • Sagace Wealth Management's CrowdStrike position peaked at $253K in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.