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 Q2	$33.5M	Buy	+175,456	New	+$24.9M	0.46%	66
2024 Q3	–	Sell	-24	Closed	-$2.3K	–	512
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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Processus Wealth & Capital Management Brentwood, Tennessee $171M AUM 42.46% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return