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WJ Wealth Management’s CrowdStrike CRWD Stock Holding History

WJ 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
2025
Q3 		– Sell
-2,184
Closed -$278K – 74
2025
Q2 		$278K Buy
+2,184
New +$237K 0.09% 83
2024
Q3 		– Sell
-8,104
Closed -$776K – 77
2024
Q2 		$776K Buy
8,104
+1,656
+26% +$138K 0.28% 49
2024
Q1 		$517K Buy
+6,448
New +$494K 0.21% 54

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

WJ Wealth Management's CRWD Position: Q3 2025 in Review

WJ Wealth Management sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 2,184 shares — an estimated $278K sold.

WJ Wealth Management first reported a position in CRWD in Q1 2024 and held it in 3 quarters. The position peaked at $776K in Q2 2024. 2,016 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

  • WJ Wealth Management reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 2,184 CrowdStrike shares in Q3 2025, an estimated $278K.
  • WJ Wealth Management first reported a position in CrowdStrike in Q1 2024 and held it in 3 quarters.
  • WJ Wealth Management's CrowdStrike position peaked at $776K in Q2 2024.
  • 2,016 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.