Private Advisory Group’s CrowdStrike CRWD Stock Holding History

Private Advisory Group’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	$5.07M	Buy	19,159 +12,667	+195%	+$2.69M	0.27%	97
2026 Q2	$1.24M	Buy	6,492 +412	+7%	+$58.5K	0.07%	158
2026 Q1	$593K	Sell	6,080 -492	-7%	-$52.1K	0.04%	193
2025 Q4	$770K	Buy	6,572 +4,520	+220%	+$575K	0.06%	140
2025 Q3	$252K	Buy	+2,052	New	+$233K	0.02%	203
2024 Q2	–	Sell	-13,556	Closed	-$1.09M	–	178
2024 Q1	$1.09M	Buy	+13,556	New	+$1.04M	0.16%	93

Other funds holding CRWD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Private Advisory Group's CRWD Position: Q3 2026 in Review

Private Advisory Group increased its CrowdStrike (CRWD) stake by 195% in Q3 2026, buying an estimated $2.69M and bringing the position to 19,159 shares worth $5.07M. The position accounts for 0.27% of the portfolio, ranked #97.

Private Advisory Group first reported a position in CRWD in Q1 2024 and has held it in 6 quarters since. 1,610 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Private Advisory Group held 19,159 shares of CrowdStrike worth $5.07M as of Q3 2026.
Private Advisory Group bought 12,667 CrowdStrike shares in Q3 2026, an estimated $2.69M.
CrowdStrike made up 0.27% of Private Advisory Group's portfolio in Q3 2026, its #97 holding.
Private Advisory Group first reported a position in CrowdStrike in Q1 2024 and has held it in 6 quarters since.
1,610 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.