Heritage Wealth Architects’s CrowdStrike CRWD Stock Holding History

Heritage Wealth Architects’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	$202K	Buy	+748	New	+$159K	0.08%	68

Other funds holding CRWD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Heritage Wealth Architects's CRWD Position: Q3 2026 in Review

Heritage Wealth Architects opened a new position in CrowdStrike (CRWD) in Q3 2026: 748 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings.

411 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Heritage Wealth Architects held 748 shares of CrowdStrike worth $202K as of Q3 2026.
CrowdStrike was a new Heritage Wealth Architects position in Q3 2026.
CrowdStrike made up 0.08% of Heritage Wealth Architects's portfolio in Q3 2026, its #68 holding.
411 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.