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Toth Financial Advisory’s CrowdStrike CRWD Stock Holding History

Toth Financial Advisory’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 		$751K Sell
2,835
-269
-9% -$57.1K 0.08% 154
2026
Q2 		$592K Buy
3,104
+36
+1% +$5.12K 0.06% 167
2026
Q1 		$299K Sell
3,068
-424
-12% -$44.9K 0.03% 190
2025
Q4 		$409K Buy
3,492
+164
+5% +$20.9K 0.04% 176
2025
Q3 		$408K Sell
3,328
-120
-3% -$13.6K 0.04% 180
2025
Q2 		$439K Sell
3,448
-400
-10% -$43.4K 0.05% 172
2025
Q1 		$339K Buy
3,848
+244
+7% +$23.2K 0.04% 180
2024
Q4 		$308K Buy
3,604
+20
+0.6% +$1.66K 0.04% 188
2024
Q3 		$251K Sell
3,584
-7,856
-69% -$558K 0.03% 193
2024
Q2 		$1.1M Hold
11,440
– – 0.14% 115
2024
Q1 		$917K Buy
11,440
+40
+0.4% +$3.06K 0.11% 128
2023
Q4 		$728K Buy
11,400
+7,960
+231% +$417K 0.1% 144
2023
Q3 		$144K Hold
3,440
– – 0.02% 206
2023
Q2 		$126K Hold
3,440
– – 0.02% 217
2023
Q1 		$118K Hold
3,440
– – 0.02% 212
2022
Q4 		$90.5K Sell
3,440
-460
-12% -$15.7K 0.01% 231
2022
Q3 		$161K Buy
3,900
+8
+0.2% +$366 0.03% 179
2022
Q2 		$164K Hold
3,892
– – 0.03% 182
2022
Q1 		$221K Buy
3,892
+352
+10% +$16.4K 0.03% 185
2021
Q4 		$181K Sell
3,540
-13,556
-79% -$826K 0.02% 205
2021
Q3 		$1.05M Buy
17,096
+4,516
+36% +$291K 0.16% 112
2021
Q2 		$790K Buy
12,580
+9,820
+356% +$528K 0.12% 126
2021
Q1 		$126K Sell
2,760
-8,160
-75% -$432K 0.02% 218
2020
Q4 		$578K Buy
10,920
+8,340
+323% +$325K 0.1% 133
2020
Q3 		$89K Buy
2,580
+120
+5% +$3.5K 0.02% 213
2020
Q2 		$62K Buy
+2,460
New +$49.3K 0.01% 213

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

Toth Financial Advisory's CRWD Position: Q3 2026 in Review

Toth Financial Advisory reduced its CrowdStrike (CRWD) stake by 8.7% in Q3 2026, selling an estimated $57.1K and leaving 2,835 shares worth $751K. The position accounts for 0.08% of the portfolio, ranked #154.

Toth Financial Advisory first reported a position in CRWD in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.1M in Q2 2024. 217 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Toth Financial Advisory held 2,835 shares of CrowdStrike worth $751K as of Q3 2026.
  • Toth Financial Advisory sold 269 CrowdStrike shares in Q3 2026, an estimated $57.1K.
  • CrowdStrike made up 0.08% of Toth Financial Advisory's portfolio in Q3 2026, its #154 holding.
  • Toth Financial Advisory first reported a position in CrowdStrike in Q2 2020 and has held it in 26 quarters since.
  • Toth Financial Advisory's CrowdStrike position peaked at $1.1M in Q2 2024.
  • 217 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.