OWA
CRWD icon

Octavia Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Octavia Wealth Advisors’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
Q2 		$1.48M Sell
7,756
-276
-3% -$39.2K 0.13% 55
2026
Q1 		$784K Buy
8,032
+608
+8% +$64.4K 0.08% 88
2025
Q4 		$863K Buy
7,424
+96
+1% +$12.2K 0.08% 87
2025
Q3 		$898K Buy
7,328
+384
+6% +$43.7K 0.09% 90
2025
Q2 		$884K Buy
6,944
+204
+3% +$22.1K 0.1% 84
2025
Q1 		$594K Sell
6,740
-1,416
-17% -$135K 0.07% 107
2024
Q4 		$698K Sell
8,156
-1,004
-11% -$83.5K 0.08% 88
2024
Q3 		$642K Buy
9,160
+1,204
+15% +$85.5K 0.08% 96
2024
Q2 		$762K Sell
7,956
-1,100
-12% -$91.5K 0.1% 89
2024
Q1 		$726K Buy
9,056
+884
+11% +$67.7K 0.11% 92
2023
Q4 		$522K Buy
8,172
+1,508
+23% +$79K 0.09% 116
2023
Q3 		$279K Buy
6,664
+84
+1% +$3.26K 0.06% 156
2023
Q2 		$242K Hold
6,580
– – 0.05% 166
2023
Q1 		$226K Buy
+6,580
New +$190K 0.05% 166
2022
Q4 		– Sell
-5,180
Closed -$213K – 187
2022
Q3 		$213K Buy
5,180
+24
+0.5% +$1.1K 0.06% 159
2022
Q2 		$217K Sell
5,156
-16
-0.3% -$724 0.06% 156
2022
Q1 		$294K Buy
+5,172
New +$241K 0.07% 142
2021
Q4 		– Sell
-4,428
Closed -$271K – 192
2021
Q3 		$271K Buy
4,428
+848
+24% +$54.7K 0.07% 142
2021
Q2 		$225K Buy
+3,580
New +$193K 0.06% 154

Other funds holding CRWD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM