Milestone Asset Management’s CrowdStrike CRWD Stock Holding History

Milestone Asset Management’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	$3.92M	Sell	14,789 -1,047	-7%	-$222K	0.62%	49
2026 Q2	$755K	Buy	15,836 +684	+5%	+$97.2K	0.12%	156
2026 Q1	$1.48M	Sell	15,152 -37,384	-71%	-$3.96M	0.27%	89
2025 Q4	$6.16M	Buy	52,536 +38,032	+262%	+$4.84M	1.16%	20
2025 Q3	$1.78M	Sell	14,504 -9,140	-39%	-$1.04M	0.34%	60
2025 Q2	$3.01M	Buy	23,644 +2,124	+10%	+$230K	0.64%	38
2025 Q1	$1.9M	Buy	21,520 +9,992	+87%	+$952K	0.4%	53
2024 Q4	$986K	Sell	11,528 -1,032	-8%	-$85.8K	0.22%	104
2024 Q3	$881K	Buy	12,560 +2,108	+20%	+$150K	0.2%	98
2024 Q2	$1M	Buy	10,452 +5,968	+133%	+$496K	0.25%	82
2024 Q1	$359K	Buy	+4,484	New	+$343K	0.1%	126

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

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

Milestone Asset Management's CRWD Position: Q3 2026 in Review

Milestone Asset Management reduced its CrowdStrike (CRWD) stake by 6.6% in Q3 2026, selling an estimated $222K and leaving 14,789 shares worth $3.92M. The position accounts for 0.62% of the portfolio, ranked #49.

Milestone Asset Management first reported a position in CRWD in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.16M in Q4 2025. 351 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Milestone Asset Management held 14,789 shares of CrowdStrike worth $3.92M as of Q3 2026.
Milestone Asset Management sold 1,047 CrowdStrike shares in Q3 2026, an estimated $222K.
CrowdStrike made up 0.62% of Milestone Asset Management's portfolio in Q3 2026, its #49 holding.
Milestone Asset Management first reported a position in CrowdStrike in Q1 2024 and has held it in 11 quarters since.
Milestone Asset Management's CrowdStrike position peaked at $6.16M in Q4 2025.
351 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.