Processus Wealth & Capital Management
CRWD icon

Processus Wealth & Capital Management’s CrowdStrike CRWD Stock Holding History

Processus Wealth & Capital 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 		$8.87M Sell
33,520
-5,800
-15% -$1.23M 5.16% 5
2026
Q2 		$7.5M Sell
39,320
-6,812
-15% -$968K 4.44% 7
2026
Q1 		$4.5M Buy
46,132
+1,212
+3% +$128K 3.06% 13
2025
Q4 		$5.26M Buy
44,920
+1,624
+4% +$207K 3.47% 10
2025
Q3 		$5.31M Buy
43,296
+792
+2% +$90K 3.81% 8
2025
Q2 		$5.41M Buy
42,504
+444
+1% +$48.1K 4.28% 8
2025
Q1 		$3.71M Buy
42,060
+408
+1% +$38.9K 3.16% 10
2024
Q4 		$3.56M Sell
41,652
-1,000
-2% -$83.1K 2.84% 13
2024
Q3 		$2.99M Buy
42,652
+14,548
+52% +$1.03M 2.46% 17
2024
Q2 		$2.69M Buy
28,104
+12,804
+84% +$1.06M 2.23% 18
2024
Q1 		$1.23M Buy
+15,300
New +$1.17M 1.09% 30

Other funds holding CRWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Processus Wealth & Capital Management's CRWD Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its CrowdStrike (CRWD) stake by 15% in Q3 2026, selling an estimated $1.23M and leaving 33,520 shares worth $8.87M. The position accounts for 5.16% of the portfolio, ranked #5.

Processus Wealth & Capital Management first reported a position in CRWD in Q1 2024 and has held it in 11 quarters since. 1,785 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Processus Wealth & Capital Management held 33,520 shares of CrowdStrike worth $8.87M as of Q3 2026.
  • Processus Wealth & Capital Management sold 5,800 CrowdStrike shares in Q3 2026, an estimated $1.23M.
  • CrowdStrike made up 5.16% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #5 holding.
  • Processus Wealth & Capital Management first reported a position in CrowdStrike in Q1 2024 and has held it in 11 quarters since.
  • 1,785 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.