Heffernan Advisory’s CrowdStrike CRWD Stock Holding History

Heffernan Advisory’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	$334K	Buy	+1,260	New	+$267K	0.22%	36

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Heffernan Advisory's CRWD Position: Q3 2026 in Review

Heffernan Advisory opened a new position in CrowdStrike (CRWD) in Q3 2026: 1,260 shares worth $334K. The stake represents 0.22% of the portfolio and ranks #36 among its holdings.

1,610 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Heffernan Advisory held 1,260 shares of CrowdStrike worth $334K as of Q3 2026.
CrowdStrike was a new Heffernan Advisory position in Q3 2026.
CrowdStrike made up 0.22% of Heffernan Advisory's portfolio in Q3 2026, its #36 holding.
1,610 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.