Gradient Capital Advisors
CRWD icon

Gradient Capital Advisors’s CrowdStrike CRWD Stock Holding History

Gradient Capital 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 		$344K Sell
1,298
-150
-10% -$31.8K 0.08% 135
2026
Q2 		$276K Buy
+1,448
New +$206K 0.06% 150

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Gradient Capital Advisors's CRWD Position: Q3 2026 in Review

Gradient Capital Advisors reduced its CrowdStrike (CRWD) stake by 10% in Q3 2026, selling an estimated $31.8K and leaving 1,298 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #135.

Gradient Capital Advisors first reported a position in CRWD in Q2 2026 and has held it in 2 quarters since. 1,246 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Gradient Capital Advisors held 1,298 shares of CrowdStrike worth $344K as of Q3 2026.
  • Gradient Capital Advisors sold 150 CrowdStrike shares in Q3 2026, an estimated $31.8K.
  • CrowdStrike made up 0.08% of Gradient Capital Advisors's portfolio in Q3 2026, its #135 holding.
  • Gradient Capital Advisors first reported a position in CrowdStrike in Q2 2026 and has held it in 2 quarters since.
  • 1,246 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.