Defined Wealth Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$809K Buy
3,054
+6
+0.2% +$1.27K 0.41% 60
2026
Q2
$582K Sell
3,048
-112
-4% -$15.9K 0.3% 75
2026
Q1
$308K Buy
3,160
+60
+2% +$6.36K 0.18% 93
2025
Q4
$363K Buy
3,100
+16
+0.5% +$2.04K 0.21% 87
2025
Q3
$378K Buy
3,084
+20
+0.7% +$2.27K 0.22% 84
2025
Q2
$390K Sell
3,064
-52
-2% -$5.64K 0.24% 87
2025
Q1
$275K Buy
3,116
+12
+0.4% +$1.14K 0.18% 96
2024
Q4
$266K Buy
3,104
+24
+0.8% +$2K 0.18% 99
2024
Q3
$216K Buy
3,080
+16
+0.5% +$1.14K 0.14% 104
2024
Q2
$294K Buy
3,064
+12
+0.4% +$998 0.2% 95
2024
Q1
$245K Buy
+3,052
New +$234K 0.18% 99

Other funds holding CRWD

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

Defined Wealth Management increased its CrowdStrike (CRWD) stake by 0.2% in Q3 2026, buying an estimated $1.27K and bringing the position to 3,054 shares worth $809K. The position accounts for 0.41% of the portfolio, ranked #60.

Defined Wealth Management first reported a position in CRWD in Q1 2024 and has held it in 11 quarters since. 546 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Defined Wealth Management held 3,054 shares of CrowdStrike worth $809K as of Q3 2026.
  • Defined Wealth Management bought 6 CrowdStrike shares in Q3 2026, an estimated $1.27K.
  • CrowdStrike made up 0.41% of Defined Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Defined Wealth Management first reported a position in CrowdStrike in Q1 2024 and has held it in 11 quarters since.
  • 546 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.