Brio Consultants’s CrowdStrike CRWD Stock Holding History

Brio Consultants’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	$204K	Buy	+771	New	+$164K	0.02%	171

Other funds holding CRWD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Brio Consultants's CRWD Position: Q3 2026 in Review

Brio Consultants opened a new position in CrowdStrike (CRWD) in Q3 2026: 771 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings.

2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Brio Consultants held 771 shares of CrowdStrike worth $204K as of Q3 2026.
CrowdStrike was a new Brio Consultants position in Q3 2026.
CrowdStrike made up 0.02% of Brio Consultants's portfolio in Q3 2026, its #171 holding.
2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Brio Consultants's 13F filing for Q3 2026, filed 13 Nov 2026.