Cornerstone Advisory’s CrowdStrike CRWD Stock Holding History

Cornerstone Advisory’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	$3.34M	Sell	12,608 -2,484	-16%	-$527K	0.26%	63
2026 Q2	$2.88M	Sell	15,092 -5,628	-27%	-$800K	0.24%	68
2026 Q1	$2.02M	Buy	20,720 +12,996	+168%	+$1.38M	0.19%	80
2025 Q4	$905K	Buy	7,724 +40	+0.5%	+$5.09K	0.09%	102
2025 Q3	$942K	Buy	7,684 +868	+13%	+$98.7K	0.09%	97
2025 Q2	$868K	Buy	6,816 +12	+0.2%	+$1.3K	0.09%	101
2025 Q1	$754K	Buy	6,804 +268	+4%	+$25.5K	0.09%	108
2024 Q4	$738K	Buy	6,536 +688	+12%	+$57.2K	0.08%	109
2024 Q3	$410K	Buy	+5,848	New	+$415K	0.05%	145
2022 Q1	–	Sell	-880	Closed	-$45K	–	327
2021 Q4	$45K	Buy	+880	New	+$53.6K	0.01%	429

Other funds holding CRWD

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cornerstone Advisory's CRWD Position: Q3 2026 in Review

Cornerstone Advisory reduced its CrowdStrike (CRWD) stake by 16% in Q3 2026, selling an estimated $527K and leaving 12,608 shares worth $3.34M. The position accounts for 0.26% of the portfolio, ranked #63.

Cornerstone Advisory first reported a position in CRWD in Q4 2021 and has held it in 10 quarters since. 1,643 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Cornerstone Advisory held 12,608 shares of CrowdStrike worth $3.34M as of Q3 2026.
Cornerstone Advisory sold 2,484 CrowdStrike shares in Q3 2026, an estimated $527K.
CrowdStrike made up 0.26% of Cornerstone Advisory's portfolio in Q3 2026, its #63 holding.
Cornerstone Advisory first reported a position in CrowdStrike in Q4 2021 and has held it in 10 quarters since.
1,643 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.