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Beacon Investment Advisory Services’s CrowdStrike CRWD Stock Holding History

Beacon Investment Advisory Services’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 		$2.42M Buy
9,135
+139
+2% +$29.5K 0.09% 112
2026
Q2 		$1.72M Sell
8,996
-1,476
-14% -$210K 0.06% 120
2026
Q1 		$1.02M Sell
10,472
-1,292
-11% -$137K 0.04% 133
2025
Q4 		$1.38M Sell
11,764
-2,600
-18% -$331K 0.06% 120
2025
Q3 		$1.76M Sell
14,364
-1,128
-7% -$128K 0.07% 112
2025
Q2 		$1.97M Sell
15,492
-15,088
-49% -$1.64M 0.09% 109
2025
Q1 		$2.7M Sell
30,580
-11,352
-27% -$1.08M 0.13% 100
2024
Q4 		$3.59M Sell
41,932
-2,228
-5% -$185K 0.16% 94
2024
Q3 		$3.1M Sell
44,160
-1,348
-3% -$95.7K 0.13% 105
2024
Q2 		$4.36M Sell
45,508
-1,460
-3% -$121K 0.19% 90
2024
Q1 		$3.76M Sell
46,968
-440
-0.9% -$33.7K 0.16% 99
2023
Q4 		$3.03M Sell
47,408
-3,444
-7% -$180K 0.14% 107
2023
Q3 		$2.13M Sell
50,852
-528
-1% -$20.5K 0.1% 118
2023
Q2 		$1.89M Sell
51,380
-684
-1% -$23.8K 0.09% 130
2023
Q1 		$1.79M Buy
52,064
+8,504
+20% +$246K 0.09% 128
2022
Q4 		$1.15M Buy
43,560
+1,764
+4% +$60.4K 0.06% 142
2022
Q3 		$1.72M Buy
41,796
+11,180
+37% +$511K 0.09% 125
2022
Q2 		$1.29M Buy
30,616
+420
+1% +$19K 0.07% 140
2022
Q1 		$1.71M Buy
30,196
+5,600
+23% +$261K 0.07% 132
2021
Q4 		$1.26M Buy
24,596
+1,520
+7% +$92.6K 0.05% 153
2021
Q3 		$1.42M Buy
23,076
+1,460
+7% +$94.2K 0.06% 146
2021
Q2 		$1.36M Buy
21,616
+4,300
+25% +$231K 0.06% 154
2021
Q1 		$790K Buy
17,316
+10,608
+158% +$561K 0.03% 171
2020
Q4 		$355K Buy
+6,708
New +$261K 0.02% 215

Other funds holding CRWD

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GA
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Beacon Investment Advisory Services's CRWD Position: Q3 2026 in Review

Beacon Investment Advisory Services increased its CrowdStrike (CRWD) stake by 1.5% in Q3 2026, buying an estimated $29.5K and bringing the position to 9,135 shares worth $2.42M. The position accounts for 0.09% of the portfolio, ranked #112.

Beacon Investment Advisory Services first reported a position in CRWD in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.36M in Q2 2024. 217 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Beacon Investment Advisory Services held 9,135 shares of CrowdStrike worth $2.42M as of Q3 2026.
  • Beacon Investment Advisory Services bought 139 CrowdStrike shares in Q3 2026, an estimated $29.5K.
  • CrowdStrike made up 0.09% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #112 holding.
  • Beacon Investment Advisory Services first reported a position in CrowdStrike in Q4 2020 and has held it in 24 quarters since.
  • Beacon Investment Advisory Services's CrowdStrike position peaked at $4.36M in Q2 2024.
  • 217 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.