Mindset Wealth Management’s CrowdStrike CRWD Stock Holding History

Mindset Wealth 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	$2.42M	Sell	9,123 -89	-1%	-$18.9K	0.43%	24
2026 Q2	$1.76M	Sell	9,212 -200	-2%	-$28.4K	0.34%	33
2026 Q1	$919K	Buy	9,412 +1,040	+12%	+$110K	0.25%	49
2025 Q4	$981K	Sell	8,372 -440	-5%	-$56K	0.26%	41
2025 Q3	$1.08M	Buy	8,812 +1,024	+13%	+$116K	0.29%	32
2025 Q2	$992K	Buy	7,788 +600	+8%	+$65K	0.32%	30
2025 Q1	$634K	Buy	7,188 +612	+9%	+$58.3K	0.25%	51
2024 Q4	$563K	Buy	6,576 +1,552	+31%	+$129K	0.21%	51
2024 Q3	$352K	Buy	+5,024	New	+$357K	0.15%	83

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

Mindset Wealth Management's CRWD Position: Q3 2026 in Review

Mindset Wealth Management reduced its CrowdStrike (CRWD) stake by 0.97% in Q3 2026, selling an estimated $18.9K and leaving 9,123 shares worth $2.42M. The position accounts for 0.43% of the portfolio, ranked #24.

Mindset Wealth Management first reported a position in CRWD in Q3 2024 and has held it in 9 quarters since. 516 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Mindset Wealth Management held 9,123 shares of CrowdStrike worth $2.42M as of Q3 2026.
Mindset Wealth Management sold 89 CrowdStrike shares in Q3 2026, an estimated $18.9K.
CrowdStrike made up 0.43% of Mindset Wealth Management's portfolio in Q3 2026, its #24 holding.
Mindset Wealth Management first reported a position in CrowdStrike in Q3 2024 and has held it in 9 quarters since.
516 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.