Westwood Wealth Management’s CrowdStrike CRWD Stock Holding History

Westwood 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	–	Sell	-3,208	Closed	-$376K	–	59
2025 Q4	$376K	Buy	+3,208	New	+$408K	0.28%	72

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 $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Westwood Wealth Management sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 3,208 shares — an estimated $376K sold.

Westwood Wealth Management first reported a position in CRWD in Q4 2025 and held it in 1 quarter. The position peaked at $376K in Q4 2025. 2,077 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Westwood Wealth Management reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 3,208 CrowdStrike shares in Q1 2026, an estimated $376K.
Westwood Wealth Management first reported a position in CrowdStrike in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's CrowdStrike position peaked at $376K in Q4 2025.
2,077 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.