Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s CrowdStrike CRWD Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-400
Closed -$3K – 707
2020
Q4 		$3K Hold
400
– – ﹤0.01% 669
2020
Q3 		$3K Buy
+400
New +$11.7K ﹤0.01% 605

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Dynamic Advisor Solutions's CRWD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its CrowdStrike (CRWD) stake by 8% in Q3 2026, selling an estimated $277K and leaving 14,982 shares worth $3.97M. The position accounts for 0.11% of the portfolio, ranked #191.

Dynamic Advisor Solutions first reported a position in CRWD in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.44M in Q1 2024. 807 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Dynamic Advisor Solutions held 14,982 shares of CrowdStrike worth $3.97M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,306 CrowdStrike shares in Q3 2026, an estimated $277K.
  • CrowdStrike made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #191 holding.
  • Dynamic Advisor Solutions first reported a position in CrowdStrike in Q4 2019 and has held it in 28 quarters since.
  • Dynamic Advisor Solutions's CrowdStrike position peaked at $6.44M in Q1 2024.
  • 807 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.