Claro Advisors
CRWD icon

Claro Advisors’s CrowdStrike CRWD Stock Holding History

Claro Advisors’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 		$3.49M Buy
13,198
+1,898
+17% +$403K 0.34% 59
2026
Q2 		$2.16M Buy
11,300
+788
+7% +$112K 0.23% 76
2026
Q1 		$1.03M Buy
10,512
+8
+0.1% +$848 0.12% 144
2025
Q4 		$1.23M Buy
10,504
+1,916
+22% +$244K 0.17% 113
2025
Q3 		$1.05M Buy
8,588
+348
+4% +$39.6K 0.15% 118
2025
Q2 		$1.05M Buy
8,240
+116
+1% +$12.6K 0.17% 112
2025
Q1 		$716K Buy
8,124
+1,876
+30% +$179K 0.1% 191
2024
Q4 		$534K Sell
6,248
-204
-3% -$17K 0.07% 242
2024
Q3 		$452K Buy
6,452
+1,696
+36% +$120K 0.06% 284
2024
Q2 		$456K Sell
4,756
-40
-0.8% -$3.33K 0.07% 244
2024
Q1 		$384K Sell
4,796
-292
-6% -$22.4K 0.07% 276
2023
Q4 		$325K Sell
5,088
-556
-10% -$29.1K 0.07% 277
2023
Q3 		$236K Sell
5,644
-1,016
-15% -$39.5K 0.06% 316
2023
Q2 		$245K Buy
6,660
+556
+9% +$19.4K 0.06% 306
2023
Q1 		$209K Buy
+6,104
New +$176K 0.06% 315
2022
Q4 		– Sell
-6,672
Closed -$281K – 327
2022
Q3 		$281K Hold
6,672
– – 0.11% 199
2022
Q2 		$281K Sell
6,672
-13,296
-67% -$602K 0.11% 199
2022
Q1 		$1.02M Hold
19,968
– – 0.37% 70
2021
Q4 		$1.02M Buy
19,968
+1,936
+11% +$118K 0.37% 70
2021
Q3 		$1.11M Buy
18,032
+8,028
+80% +$518K 0.47% 51
2021
Q2 		$629K Sell
10,004
-848
-8% -$45.6K 0.28% 100
2021
Q1 		$495K Buy
10,852
+2,752
+34% +$146K 0.25% 115
2020
Q4 		$429K Buy
8,100
+2,140
+36% +$83.4K 0.23% 126
2020
Q3 		$205K Buy
+5,960
New +$174K 0.13% 185

Other funds holding CRWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Claro Advisors's CRWD Position: Q3 2026 in Review

Claro Advisors increased its CrowdStrike (CRWD) stake by 17% in Q3 2026, buying an estimated $403K and bringing the position to 13,198 shares worth $3.49M. The position accounts for 0.34% of the portfolio, ranked #59.

Claro Advisors first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Claro Advisors held 13,198 shares of CrowdStrike worth $3.49M as of Q3 2026.
  • Claro Advisors bought 1,898 CrowdStrike shares in Q3 2026, an estimated $403K.
  • CrowdStrike made up 0.34% of Claro Advisors's portfolio in Q3 2026, its #59 holding.
  • Claro Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
  • 1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.