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Green Ridge Wealth Planning’s CrowdStrike CRWD Stock Holding History

Green Ridge Wealth Planning’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 		$1.17M Sell
4,404
-56
-1% -$11.9K 0.47% 33
2026
Q2 		$851K Sell
4,460
-4
-0.1% -$568 0.36% 37
2026
Q1 		$436K Buy
4,464
+8
+0.2% +$848 0.23% 51
2025
Q4 		$522K Buy
+4,456
New +$567K 0.27% 43

Other funds holding CRWD

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Green Ridge Wealth Planning's CRWD Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its CrowdStrike (CRWD) stake by 1.3% in Q3 2026, selling an estimated $11.9K and leaving 4,404 shares worth $1.17M. The position accounts for 0.47% of the portfolio, ranked #33.

Green Ridge Wealth Planning first reported a position in CRWD in Q4 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Green Ridge Wealth Planning held 4,404 shares of CrowdStrike worth $1.17M as of Q3 2026.
  • Green Ridge Wealth Planning sold 56 CrowdStrike shares in Q3 2026, an estimated $11.9K.
  • CrowdStrike made up 0.47% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #33 holding.
  • Green Ridge Wealth Planning first reported a position in CrowdStrike in Q4 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.