Twelve Points Wealth Management’s CrowdStrike CRWD Stock Holding History

Twelve Points 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 Q3	$655K	Buy	2,614 +730	+39%	+$155K	0.12%	125
2026 Q2	$359K	Buy	+1,884	New	+$268K	0.07%	157
2024 Q3	–	Sell	-11,568	Closed	-$1.11M	–	184
2024 Q2	$1.11M	Buy	11,568 +208	+2%	+$17.3K	0.39%	65
2024 Q1	$910K	Sell	11,360 -516	-4%	-$39.5K	0.33%	74
2023 Q4	$758K	Sell	11,876 -28	-0.2%	-$1.47K	0.36%	79
2023 Q3	$498K	Sell	11,904 -2,712	-19%	-$105K	0.25%	110
2023 Q2	$537K	Buy	14,616 +912	+7%	+$31.8K	0.29%	101
2023 Q1	$470K	Sell	13,704 -620	-4%	-$17.9K	0.27%	108
2022 Q4	$377K	Sell	14,324 -1,840	-11%	-$63K	0.26%	117
2022 Q3	$666K	Sell	16,164 -832	-5%	-$38K	0.52%	64
2022 Q2	$716K	Sell	16,996 -2,680	-14%	-$121K	0.55%	62
2022 Q1	$1.12M	Sell	19,676 -296	-1%	-$13.8K	0.83%	29
2021 Q4	$1.02M	Buy	+19,972	New	+$1.22M	0.83%	36

Other funds holding CRWD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Twelve Points Wealth Management's CRWD Position: Q3 2026 in Review

Twelve Points Wealth Management increased its CrowdStrike (CRWD) stake by 39% in Q3 2026, buying an estimated $155K and bringing the position to 2,614 shares worth $655K. The position accounts for 0.12% of the portfolio, ranked #125.

Twelve Points Wealth Management first reported a position in CRWD in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.12M in Q1 2022. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Twelve Points Wealth Management held 2,614 shares of CrowdStrike worth $655K as of Q3 2026.
Twelve Points Wealth Management bought 730 CrowdStrike shares in Q3 2026, an estimated $155K.
CrowdStrike made up 0.12% of Twelve Points Wealth Management's portfolio in Q3 2026, its #125 holding.
Twelve Points Wealth Management first reported a position in CrowdStrike in Q4 2021 and has held it in 13 quarters since.
Twelve Points Wealth Management's CrowdStrike position peaked at $1.12M in Q1 2022.
2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Twelve Points Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.