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Fermata Advisors’s CrowdStrike CRWD Stock Holding History

Fermata 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 		$806K Buy
3,046
+174
+6% +$36.9K 0.16% 131
2026
Q2 		$548K Buy
2,872
+164
+6% +$23.3K 0.11% 149
2026
Q1 		$264K Buy
+2,708
New +$287K 0.06% 199

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

Fermata Advisors's CRWD Position: Q3 2026 in Review

Fermata Advisors increased its CrowdStrike (CRWD) stake by 6.1% in Q3 2026, buying an estimated $36.9K and bringing the position to 3,046 shares worth $806K. The position accounts for 0.16% of the portfolio, ranked #131.

Fermata Advisors first reported a position in CRWD in Q1 2026 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Fermata Advisors held 3,046 shares of CrowdStrike worth $806K as of Q3 2026.
  • Fermata Advisors bought 174 CrowdStrike shares in Q3 2026, an estimated $36.9K.
  • CrowdStrike made up 0.16% of Fermata Advisors's portfolio in Q3 2026, its #131 holding.
  • Fermata Advisors first reported a position in CrowdStrike in Q1 2026 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.