CGFA
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Colton Groome Financial Advisors’s CrowdStrike CRWD Stock Holding History

Colton Groome Financial 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 		$441K Buy
1,667
+47
+3% +$9.98K 0.1% 100
2026
Q2 		$309K Buy
+1,620
New +$230K 0.07% 130

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

Colton Groome Financial Advisors's CRWD Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its CrowdStrike (CRWD) stake by 2.9% in Q3 2026, buying an estimated $9.98K and bringing the position to 1,667 shares worth $441K. The position accounts for 0.1% of the portfolio, ranked #100.

Colton Groome Financial Advisors first reported a position in CRWD in Q2 2026 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Colton Groome Financial Advisors held 1,667 shares of CrowdStrike worth $441K as of Q3 2026.
  • Colton Groome Financial Advisors bought 47 CrowdStrike shares in Q3 2026, an estimated $9.98K.
  • CrowdStrike made up 0.1% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #100 holding.
  • Colton Groome Financial Advisors first reported a position in CrowdStrike in Q2 2026 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.