SWA
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Sax Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Sax 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 		$3.87M Buy
14,614
+3,398
+30% +$721K 0.11% 130
2026
Q2 		$1.09M Sell
11,216
-144
-1% -$20.5K 0.04% 215
2026
Q1 		$1.33M Sell
11,360
-100
-0.9% -$10.6K 0.06% 160
2025
Q4 		$1.34M Buy
11,460
+44
+0.4% +$5.6K 0.06% 160
2025
Q3 		$1.4M Buy
11,416
+40
+0.4% +$4.55K 0.08% 143
2025
Q2 		$1.45M Buy
11,376
+8,376
+279% +$908K 0.09% 129
2025
Q1 		$264K Buy
+3,000
New +$286K 0.02% 314
2024
Q3 		– Sell
-2,284
Closed -$219K – 306
2024
Q2 		$219K Buy
+2,284
New +$190K 0.02% 255

Other funds holding CRWD

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GA
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JC
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

Sax Wealth Advisors's CRWD Position: Q3 2026 in Review

Sax Wealth Advisors increased its CrowdStrike (CRWD) stake by 30% in Q3 2026, buying an estimated $721K and bringing the position to 14,614 shares worth $3.87M. The position accounts for 0.11% of the portfolio, ranked #130.

Sax Wealth Advisors first reported a position in CRWD in Q2 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Sax Wealth Advisors held 14,614 shares of CrowdStrike worth $3.87M as of Q3 2026.
  • Sax Wealth Advisors bought 3,398 CrowdStrike shares in Q3 2026, an estimated $721K.
  • CrowdStrike made up 0.11% of Sax Wealth Advisors's portfolio in Q3 2026, its #130 holding.
  • Sax Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and has held it in 8 quarters since.
  • 217 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.