SageView Advisory Group’s CrowdStrike CRWD Stock Holding History

SageView Advisory 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
2025 Q4	$331K	Buy	2,824 +32	+1%	+$4.07K	0.01%	454
2025 Q3	$342K	Buy	2,792 +784	+39%	+$89.1K	0.01%	475
2025 Q2	$237K	Buy	+2,008	New	+$218K	0.01%	558
2025 Q1	–	Sell	-6,348	Closed	-$543K	–	606
2024 Q4	$543K	Buy	6,348 +1,196	+23%	+$99.4K	0.02%	329
2024 Q3	$361K	Sell	5,152 -500	-9%	-$35.5K	0.02%	351
2024 Q2	$541K	Buy	+5,652	New	+$470K	0.03%	322
2024 Q1	–	Sell	-5,460	Closed	-$411K	–	554
2023 Q4	$411K	Buy	+5,460	New	+$286K	0.02%	438

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's CRWD Position: Q4 2025 in Review

SageView Advisory Group increased its CrowdStrike (CRWD) stake by 1.1% in Q4 2025, buying an estimated $4.07K and bringing the position to 2,824 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #454.

SageView Advisory Group first reported a position in CRWD in Q4 2023 and has held it in 7 quarters since. The position peaked at $543K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold CRWD as of Q4 2025.

SageView Advisory Group held 2,824 shares of CrowdStrike worth $331K as of Q4 2025.
SageView Advisory Group bought 32 CrowdStrike shares in Q4 2025, an estimated $4.07K.
CrowdStrike made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #454 holding.
SageView Advisory Group first reported a position in CrowdStrike in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's CrowdStrike position peaked at $543K in Q4 2024.
2,156 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.