Lee Financial
CRWD icon

Lee Financial’s CrowdStrike CRWD Stock Holding History

Lee 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 		$776K Buy
+2,932
New +$622K 0.1% 90
2026
Q2 		– Sell
-2,932
Closed -$286K – 163
2026
Q1 		$286K Hold
2,932
– – 0.04% 131
2025
Q4 		$344K Sell
2,932
-252
-8% -$32.1K 0.05% 113
2025
Q3 		$390K Buy
3,184
+248
+8% +$28.2K 0.05% 126
2025
Q2 		$374K Sell
2,936
-8
-0.3% -$867 0.05% 108
2025
Q1 		$259K Sell
2,944
-128
-4% -$12.2K 0.04% 131
2024
Q4 		$263K Buy
3,072
+48
+2% +$3.99K 0.04% 157
2024
Q3 		$212K Buy
+3,024
New +$215K 0.03% 168
2024
Q1 		– Sell
-12
Closed -$766 – 300
2023
Q4 		$766 Hold
12
– – ﹤0.01% 808
2023
Q3 		$503 Hold
12
– – ﹤0.01% 801
2023
Q2 		$441 Hold
12
– – ﹤0.01% 750
2023
Q1 		$412 Sell
12
-36
-75% -$1.04K ﹤0.01% 760
2022
Q4 		$1.26K Hold
48
– – ﹤0.01% 758
2022
Q3 		$2K Sell
48
-4
-8% -$183 ﹤0.01% 656
2022
Q2 		$2K Buy
52
+4
+8% +$181 ﹤0.01% 678
2022
Q1 		$3K Buy
48
+32
+200% +$1.49K ﹤0.01% 564
2021
Q4 		$1K Sell
16
-12
-43% -$731 ﹤0.01% 830
2021
Q3 		$2K Buy
+28
New +$1.81K ﹤0.01% 600
2020
Q4 		– Sell
-2,000
Closed -$69K – 484
2020
Q3 		$69K Hold
2,000
– – 0.02% 185
2020
Q2 		$50K Buy
+2,000
New +$40.1K 0.01% 206

Other funds holding CRWD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Lee Financial's CRWD Position: Q3 2026 in Review

Lee Financial opened a new position in CrowdStrike (CRWD) in Q3 2026: 2,932 shares worth $776K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: Lee Financial previously reported a position in CRWD as recently as Q1 2026.

Lee Financial first reported a position in CRWD in Q2 2020 and has held it in 20 quarters since. 1,170 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Lee Financial held 2,932 shares of CrowdStrike worth $776K as of Q3 2026.
  • CrowdStrike was a new Lee Financial position in Q3 2026.
  • CrowdStrike made up 0.1% of Lee Financial's portfolio in Q3 2026, its #90 holding.
  • Lee Financial first reported a position in CrowdStrike in Q2 2020 and has held it in 20 quarters since.
  • 1,170 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.