Krilogy Financial’s CrowdStrike CRWD Stock Holding History

Krilogy Financial’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	$2.47M	Buy	9,402 +554	+6%	+$118K	0.07%	224
2026 Q2	$1.69M	Buy	8,848 +108	+1%	+$15.3K	0.05%	267
2026 Q1	$914K	Buy	8,740 +572	+7%	+$60.6K	0.03%	399
2025 Q4	$956K	Sell	8,168 -2,104	-20%	-$268K	0.03%	359
2025 Q3	$1.37M	Buy	+10,272	New	+$1.17M	0.05%	261
2023 Q2	–	Sell	-36,828	Closed	-$1.26M	–	243
2023 Q1	$1.26M	Buy	+36,828	New	+$1.06M	0.11%	158

Other funds holding CRWD

ZCI

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

CAM

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

CNB

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

MSV

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

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

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Krilogy Financial's CRWD Position: Q3 2026 in Review

Krilogy Financial increased its CrowdStrike (CRWD) stake by 6.3% in Q3 2026, buying an estimated $118K and bringing the position to 9,402 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #224.

Krilogy Financial first reported a position in CRWD in Q1 2023 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Krilogy Financial held 9,402 shares of CrowdStrike worth $2.47M as of Q3 2026.
Krilogy Financial bought 554 CrowdStrike shares in Q3 2026, an estimated $118K.
CrowdStrike made up 0.07% of Krilogy Financial's portfolio in Q3 2026, its #224 holding.
Krilogy Financial first reported a position in CrowdStrike in Q1 2023 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.