Sage Mountain Advisors’s CrowdStrike CRWD Stock Holding History

Sage Mountain Advisors’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	-3,476	Closed	-$408K	–	356
2025 Q4	$408K	Sell	3,476 -764	-18%	-$97.3K	0.02%	318
2025 Q3	$520K	Sell	4,240 -104	-2%	-$11.8K	0.03%	266
2025 Q2	$553K	Buy	4,344 +940	+28%	+$102K	0.04%	224
2025 Q1	$300K	Buy	3,404 +636	+23%	+$60.6K	0.02%	307
2024 Q4	$237K	Buy	+2,768	New	+$230K	0.02%	340

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

Sage Mountain Advisors's CRWD Position: Q1 2026 in Review

Sage Mountain Advisors sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 3,476 shares — an estimated $408K sold.

Sage Mountain Advisors first reported a position in CRWD in Q4 2024 and held it in 5 quarters. The position peaked at $553K in Q2 2025. 2,074 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Sage Mountain Advisors reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 3,476 CrowdStrike shares in Q1 2026, an estimated $408K.
Sage Mountain Advisors first reported a position in CrowdStrike in Q4 2024 and held it in 5 quarters.
Sage Mountain Advisors's CrowdStrike position peaked at $553K in Q2 2025.
2,074 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.