Gradient Investments’s CrowdStrike CRWD Stock Holding History

Gradient Investments’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	$42.2M	Sell	159,515 -15,941	-9%	-$3.38M	0.6%	48
2026 Q2	$33.5M	Buy	+175,456	New	+$24.9M	0.46%	66
2024 Q3	–	Sell	-24	Closed	-$2.3K	–	510
2024 Q2	$2.3K	Buy	+24	New	+$2K	﹤0.01%	967
2024 Q1	–	Sell	-44	Closed	-$2.81K	–	1362
2023 Q4	$2.81K	Sell	44 -800	-95%	-$41.9K	﹤0.01%	1143
2023 Q3	$35.3K	Buy	844 +800	+1,818%	+$31.1K	﹤0.01%	578
2023 Q2	$1.62K	Hold	44	–	–	﹤0.01%	1207
2023 Q1	$1.51K	Hold	44	–	–	﹤0.01%	1148
2022 Q4	$1.16K	Sell	44 -124	-74%	-$4.24K	﹤0.01%	1171
2022 Q3	$7K	Hold	168	–	–	﹤0.01%	873
2022 Q2	$7K	Sell	168 -8	-5%	-$362	﹤0.01%	834
2022 Q1	$10K	Sell	176 -36	-17%	-$1.68K	﹤0.01%	767
2021 Q4	$11K	Sell	212 -3,208	-94%	-$195K	﹤0.01%	773
2021 Q3	$210K	Hold	3,420	–	–	0.01%	275
2021 Q2	$215K	Buy	3,420 +20	+0.6%	+$1.08K	0.01%	275
2021 Q1	$155K	Hold	3,400	–	–	0.01%	311
2020 Q4	$117K	Hold	3,400	–	–	0.01%	297
2020 Q3	$117K	Buy	3,400 +200	+6%	+$5.83K	﹤0.01%	297
2020 Q2	$80K	Buy	+3,200	New	+$64.2K	﹤0.01%	321

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

Gradient Investments's CRWD Position: Q3 2026 in Review

Gradient Investments reduced its CrowdStrike (CRWD) stake by 9.1% in Q3 2026, selling an estimated $3.38M and leaving 159,515 shares worth $42.2M. The position accounts for 0.6% of the portfolio, ranked #48.

Gradient Investments first reported a position in CRWD in Q2 2020 and has held it in 18 quarters since. 1,711 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Gradient Investments held 159,515 shares of CrowdStrike worth $42.2M as of Q3 2026.
Gradient Investments sold 15,941 CrowdStrike shares in Q3 2026, an estimated $3.38M.
CrowdStrike made up 0.6% of Gradient Investments's portfolio in Q3 2026, its #48 holding.
Gradient Investments first reported a position in CrowdStrike in Q2 2020 and has held it in 18 quarters since.
1,711 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.