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SkyOak Wealth’s CrowdStrike CRWD Stock Holding History

SkyOak Wealth’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 		$745K Sell
7,636
-620
-8% -$65.7K 0.14% 98
2025
Q4 		$968K Buy
8,256
+3,188
+63% +$406K 0.17% 87
2025
Q3 		$621K Buy
5,068
+3,152
+165% +$358K 0.12% 110
2025
Q2 		$244K Buy
+1,916
New +$208K 0.05% 206
2024
Q3 		– Sell
-3,312
Closed -$317K – 245
2024
Q2 		$317K Buy
3,312
+20
+0.6% +$1.66K 0.07% 168
2024
Q1 		$264K Sell
3,292
-7,840
-70% -$600K 0.06% 206
2023
Q4 		$711K Buy
11,132
+6,000
+117% +$314K 0.18% 96
2023
Q3 		$215K Buy
+5,132
New +$199K 0.06% 211
2021
Q1 		– Sell
-7,536
Closed -$399K – 237
2020
Q4 		$399K Buy
+7,536
New +$294K 0.12% 141

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

SkyOak Wealth's CRWD Position: Q1 2026 in Review

SkyOak Wealth reduced its CrowdStrike (CRWD) stake by 7.5% in Q1 2026, selling an estimated $65.7K and leaving 7,636 shares worth $745K. The position accounts for 0.14% of the portfolio, ranked #98.

SkyOak Wealth first reported a position in CRWD in Q4 2020 and has held it in 9 quarters since. The position peaked at $968K in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • SkyOak Wealth held 7,636 shares of CrowdStrike worth $745K as of Q1 2026.
  • SkyOak Wealth sold 620 CrowdStrike shares in Q1 2026, an estimated $65.7K.
  • CrowdStrike made up 0.14% of SkyOak Wealth's portfolio in Q1 2026, its #98 holding.
  • SkyOak Wealth first reported a position in CrowdStrike in Q4 2020 and has held it in 9 quarters since.
  • SkyOak Wealth's CrowdStrike position peaked at $968K in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.