SMART Wealth’s CrowdStrike CRWD Stock Holding History

SMART 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	–	Sell	-1,880	Closed	-$220K	–	213
2025 Q4	$220K	Buy	+1,880	New	+$239K	0.07%	174
2025 Q3	–	Sell	-5,720	Closed	-$728K	–	151
2025 Q2	$728K	Buy	+5,720	New	+$620K	0.23%	93

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

SMART Wealth's CRWD Position: Q1 2026 in Review

SMART Wealth sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 1,880 shares — an estimated $220K sold.

SMART Wealth first reported a position in CRWD in Q2 2025 and held it in 2 quarters. The position peaked at $728K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

SMART Wealth reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 1,880 CrowdStrike shares in Q1 2026, an estimated $220K.
SMART Wealth first reported a position in CrowdStrike in Q2 2025 and held it in 2 quarters.
SMART Wealth's CrowdStrike position peaked at $728K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.