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TrueWealth Advisors’s CrowdStrike CRWD Stock Holding History

TrueWealth Advisors’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
Q3 		– Sell
-1,720
Closed -$219K – 226
2025
Q2 		$219K Buy
+1,720
New +$186K 0.06% 206
2024
Q4 		– Sell
-6,252
Closed -$438K – 231
2024
Q3 		$438K Buy
6,252
+2,992
+92% +$212K 0.15% 123
2024
Q2 		$312K Buy
3,260
+592
+22% +$49.2K 0.12% 148
2024
Q1 		$214K Buy
+2,668
New +$204K 0.08% 197

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TrueWealth Advisors's CRWD Position: Q3 2025 in Review

TrueWealth Advisors sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 1,720 shares — an estimated $219K sold.

TrueWealth Advisors first reported a position in CRWD in Q1 2024 and held it in 4 quarters. The position peaked at $438K in Q3 2024. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

  • TrueWealth Advisors reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 1,720 CrowdStrike shares in Q3 2025, an estimated $219K.
  • TrueWealth Advisors first reported a position in CrowdStrike in Q1 2024 and held it in 4 quarters.
  • TrueWealth Advisors's CrowdStrike position peaked at $438K in Q3 2024.
  • 2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on TrueWealth Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.