Avidian Wealth Enterprises’s CrowdStrike CRWD Stock Holding History

Avidian Wealth Enterprises’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	$1.42M	Sell	5,370 -98	-2%	-$20.8K	0.04%	264
2026 Q2	$1.04M	Buy	5,468 +788	+17%	+$112K	0.03%	309
2026 Q1	$457K	Buy	4,680 +796	+20%	+$84.4K	0.01%	456
2025 Q4	$455K	Sell	3,884 -56	-1%	-$7.13K	0.02%	394
2025 Q3	$483K	Buy	3,940 +176	+5%	+$20K	0.02%	374
2025 Q2	$479K	Buy	3,764 +828	+28%	+$89.8K	0.02%	345
2025 Q1	$259K	Buy	2,936 +548	+23%	+$52.2K	0.01%	448
2024 Q4	$204K	Buy	+2,388	New	+$199K	0.01%	484
2022 Q4	–	Sell	-6,960	Closed	-$287K	–	452
2022 Q3	$287K	Buy	+6,960	New	+$318K	0.02%	329
2022 Q2	–	Sell	-25,500	Closed	-$1.45M	–	462
2022 Q1	$1.45M	Buy	+25,500	New	+$1.19M	0.09%	148

Other funds holding CRWD

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Avidian Wealth Enterprises's CRWD Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its CrowdStrike (CRWD) stake by 1.8% in Q3 2026, selling an estimated $20.8K and leaving 5,370 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #264.

Avidian Wealth Enterprises first reported a position in CRWD in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.45M in Q1 2022. 227 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Avidian Wealth Enterprises held 5,370 shares of CrowdStrike worth $1.42M as of Q3 2026.
Avidian Wealth Enterprises sold 98 CrowdStrike shares in Q3 2026, an estimated $20.8K.
CrowdStrike made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #264 holding.
Avidian Wealth Enterprises first reported a position in CrowdStrike in Q1 2022 and has held it in 10 quarters since.
Avidian Wealth Enterprises's CrowdStrike position peaked at $1.45M in Q1 2022.
227 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.