Proactive Wealth Strategies’s CrowdStrike CRWD Stock Holding History

Proactive Wealth Strategies’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	$9.17M	Sell	34,640 -792	-2%	-$168K	1.42%	17
2026 Q2	$6.76M	Buy	35,432 +1,728	+5%	+$246K	1.08%	28
2026 Q1	$3.29M	Buy	33,704 +18,884	+127%	+$2M	0.62%	47
2025 Q4	$1.74M	Buy	14,820 +800	+6%	+$102K	0.69%	47
2025 Q3	$1.72M	Buy	14,020 +120	+0.9%	+$13.6K	0.74%	46
2025 Q2	$1.77M	Buy	13,900 +2,324	+20%	+$252K	0.84%	45
2025 Q1	$1.02M	Buy	11,576 +2,520	+28%	+$240K	0.54%	59
2024 Q4	$775K	Buy	9,056 +4,400	+95%	+$366K	0.4%	64
2024 Q3	$326K	Buy	+4,656	New	+$331K	0.18%	96

Other funds holding CRWD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Proactive Wealth Strategies's CRWD Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its CrowdStrike (CRWD) stake by 2.2% in Q3 2026, selling an estimated $168K and leaving 34,640 shares worth $9.17M. The position accounts for 1.42% of the portfolio, ranked #17.

Proactive Wealth Strategies first reported a position in CRWD in Q3 2024 and has held it in 9 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Proactive Wealth Strategies held 34,640 shares of CrowdStrike worth $9.17M as of Q3 2026.
Proactive Wealth Strategies sold 792 CrowdStrike shares in Q3 2026, an estimated $168K.
CrowdStrike made up 1.42% of Proactive Wealth Strategies's portfolio in Q3 2026, its #17 holding.
Proactive Wealth Strategies first reported a position in CrowdStrike in Q3 2024 and has held it in 9 quarters since.
1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.