RFG - Bristol Wealth Advisors’s CrowdStrike CRWD Stock Holding History

RFG - Bristol 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 Q3	$815K	Sell	3,080 -20	-0.6%	-$4.25K	0.19%	84
2026 Q2	$591K	Hold	3,100	–	–	0.14%	99
2026 Q1	$303K	Sell	3,100 -952	-23%	-$101K	0.08%	144
2025 Q4	$475K	Buy	4,052 +552	+16%	+$70.3K	0.13%	110
2025 Q3	$429K	Buy	3,500 +400	+13%	+$45.5K	0.12%	117
2025 Q2	$395K	Sell	3,100 -1,340	-30%	-$145K	0.12%	121
2025 Q1	$391K	Sell	4,440 -4,520	-50%	-$431K	0.13%	117
2024 Q4	$766K	Buy	+8,960	New	+$745K	0.25%	83

Other funds holding CRWD

ZCI

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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RFG - Bristol Wealth Advisors's CRWD Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors reduced its CrowdStrike (CRWD) stake by 0.65% in Q3 2026, selling an estimated $4.25K and leaving 3,080 shares worth $815K. The position accounts for 0.19% of the portfolio, ranked #84.

RFG - Bristol Wealth Advisors first reported a position in CRWD in Q4 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

RFG - Bristol Wealth Advisors held 3,080 shares of CrowdStrike worth $815K as of Q3 2026.
RFG - Bristol Wealth Advisors sold 20 CrowdStrike shares in Q3 2026, an estimated $4.25K.
CrowdStrike made up 0.19% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #84 holding.
RFG - Bristol Wealth Advisors first reported a position in CrowdStrike in Q4 2024 and has held it in 8 quarters since.
217 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.