Balance Wealth’s CrowdStrike CRWD Stock Holding History

Balance Wealth’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	$217K	Buy	+821	New	+$174K	0.05%	152

Other funds holding CRWD

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Balance Wealth's CRWD Position: Q3 2026 in Review

Balance Wealth opened a new position in CrowdStrike (CRWD) in Q3 2026: 821 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings.

1,663 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Balance Wealth held 821 shares of CrowdStrike worth $217K as of Q3 2026.
CrowdStrike was a new Balance Wealth position in Q3 2026.
CrowdStrike made up 0.05% of Balance Wealth's portfolio in Q3 2026, its #152 holding.
1,663 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.