CWM
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Connecticut Wealth Management’s CrowdStrike CRWD Stock Holding History

Connecticut 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 		$228K Buy
+863
New +$183K 0.01% 318
2024
Q3 		– Sell
-3,048
Closed -$292K – 328
2024
Q2 		$292K Buy
3,048
+48
+2% +$3.99K 0.02% 269
2024
Q1 		$240K Buy
+3,000
New +$230K 0.01% 294

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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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

Connecticut Wealth Management's CRWD Position: Q3 2026 in Review

Connecticut Wealth Management opened a new position in CrowdStrike (CRWD) in Q3 2026: 863 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in CRWD as recently as Q2 2024.

Connecticut Wealth Management first reported a position in CRWD in Q1 2024 and has held it in 3 quarters since. The position peaked at $292K in Q2 2024. 257 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Connecticut Wealth Management held 863 shares of CrowdStrike worth $228K as of Q3 2026.
  • CrowdStrike was a new Connecticut Wealth Management position in Q3 2026.
  • CrowdStrike made up 0.01% of Connecticut Wealth Management's portfolio in Q3 2026, its #318 holding.
  • Connecticut Wealth Management first reported a position in CrowdStrike in Q1 2024 and has held it in 3 quarters since.
  • Connecticut Wealth Management's CrowdStrike position peaked at $292K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

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