Transform Wealth’s CrowdStrike CRWD Stock Holding History

Transform 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
2025 Q1	–	Sell	-2,752	Closed	-$235K	–	251
2024 Q4	$235K	Sell	2,752 -128	-4%	-$10.6K	0.01%	241
2024 Q3	$202K	Buy	+2,880	New	+$205K	0.01%	213

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Transform Wealth's CRWD Position: Q1 2025 in Review

Transform Wealth sold out of CrowdStrike (CRWD) in Q1 2025, closing a stake of 2,752 shares — an estimated $235K sold.

Transform Wealth first reported a position in CRWD in Q3 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2024. 1,820 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

Transform Wealth reported no remaining CrowdStrike position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 2,752 CrowdStrike shares in Q1 2025, an estimated $235K.
Transform Wealth first reported a position in CrowdStrike in Q3 2024 and held it in 2 quarters.
Transform Wealth's CrowdStrike position peaked at $235K in Q4 2024.
1,820 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.