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TCFG Wealth Management’s CrowdStrike CRWD Stock Holding History

TCFG 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 		$235K Sell
2,408
-920
-28% -$97.5K 0.09% 234
2025
Q4 		$390K Hold
3,328
– – 0.15% 165
2025
Q3 		$408K Hold
3,328
– – 0.16% 159
2025
Q2 		$424K Buy
3,328
+320
+11% +$34.7K 0.19% 143
2025
Q1 		$265K Sell
3,008
-220
-7% -$21K 0.13% 187
2024
Q4 		$276K Buy
3,228
+40
+1% +$3.33K 0.14% 176
2024
Q3 		$224K Buy
+3,188
New +$226K 0.11% 196

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TCFG Wealth Management reduced its CrowdStrike (CRWD) stake by 28% in Q1 2026, selling an estimated $97.5K and leaving 2,408 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #234.

TCFG Wealth Management first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $424K in Q2 2025. 2,084 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • TCFG Wealth Management held 2,408 shares of CrowdStrike worth $235K as of Q1 2026.
  • TCFG Wealth Management sold 920 CrowdStrike shares in Q1 2026, an estimated $97.5K.
  • CrowdStrike made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #234 holding.
  • TCFG Wealth Management first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's CrowdStrike position peaked at $424K in Q2 2025.
  • 2,084 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.