CAWM
CRWD icon

Capital Advisors Wealth Management’s CrowdStrike CRWD Stock Holding History

Capital Advisors 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
2026
Q3 		$5.11M Sell
19,292
-124
-0.6% -$26.3K 0.58% 41
2026
Q2 		$3.7M Sell
19,416
-32
-0.2% -$4.55K 0.44% 49
2026
Q1 		$1.9M Buy
19,448
+480
+3% +$50.9K 0.25% 65
2025
Q4 		$2.22M Buy
18,968
+28
+0.1% +$3.56K 0.3% 61
2025
Q3 		$2.32M Buy
18,940
+68
+0.4% +$7.73K 0.33% 57
2025
Q2 		$2.4M Buy
18,872
+164
+0.9% +$17.8K 0.38% 55
2025
Q1 		$1.65M Buy
18,708
+472
+3% +$45K 0.29% 56
2024
Q4 		$1.56M Buy
18,236
+1,020
+6% +$84.8K 0.28% 53
2024
Q3 		$1.21M Buy
17,216
+7,312
+74% +$519K 0.22% 56
2024
Q2 		$949K Buy
+9,904
New +$824K 0.19% 59

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

Capital Advisors Wealth Management's CRWD Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its CrowdStrike (CRWD) stake by 0.64% in Q3 2026, selling an estimated $26.3K and leaving 19,292 shares worth $5.11M. The position accounts for 0.58% of the portfolio, ranked #41.

Capital Advisors Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Capital Advisors Wealth Management held 19,292 shares of CrowdStrike worth $5.11M as of Q3 2026.
  • Capital Advisors Wealth Management sold 124 CrowdStrike shares in Q3 2026, an estimated $26.3K.
  • CrowdStrike made up 0.58% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Capital Advisors Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 10 quarters since.
  • 201 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.