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Valeo Financial Advisors’s CrowdStrike CRWD Stock Holding History

Valeo Financial 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 		$9.25M Sell
34,956
-2,028
-5% -$430K 0.2% 57
2026
Q2 		$7.06M Sell
36,984
-2,088
-5% -$297K 0.15% 70
2026
Q1 		$3.81M Sell
39,072
-4,880
-11% -$517K 0.09% 105
2025
Q4 		$5.15M Sell
43,952
-532
-1% -$67.7K 0.11% 92
2025
Q3 		$5.45M Buy
44,484
+2,580
+6% +$293K 0.12% 86
2025
Q2 		$5.34M Buy
41,904
+2,472
+6% +$268K 0.13% 85
2025
Q1 		$3.48M Sell
39,432
-9,532
-19% -$908K 0.1% 97
2024
Q4 		$4.19M Sell
48,964
-2,996
-6% -$249K 0.12% 85
2024
Q3 		$3.64M Buy
51,960
+39,844
+329% +$2.83M 0.1% 98
2024
Q2 		$1.16M Sell
12,116
-1,192
-9% -$99.1K 0.04% 215
2024
Q1 		$990K Buy
13,308
+112
+0.8% +$8.57K 0.04% 241
2023
Q4 		$842K Buy
13,196
+1,988
+18% +$104K 0.03% 254
2023
Q3 		$469K Buy
11,208
+876
+8% +$34K 0.02% 351
2023
Q2 		$379K Buy
10,332
+1,200
+13% +$41.8K 0.02% 372
2023
Q1 		$313K Buy
+9,132
New +$264K 0.02% 434
2022
Q4 		– Sell
-6,576
Closed -$271K – 571
2022
Q3 		$271K Sell
6,576
-96
-1% -$4.39K 0.02% 378
2022
Q2 		$281K Buy
6,672
+1,372
+26% +$62.1K 0.02% 365
2022
Q1 		$301K Sell
5,300
-136
-3% -$6.34K 0.02% 445
2021
Q4 		$278K Buy
5,436
+1,604
+42% +$97.7K 0.02% 428
2021
Q3 		$235K Buy
3,832
+80
+2% +$5.16K 0.01% 455
2021
Q2 		$236K Buy
3,752
+216
+6% +$11.6K 0.01% 413
2021
Q1 		$161K Sell
3,536
-1,832
-34% -$96.9K 0.01% 497
2020
Q4 		$284K Sell
5,368
-312
-5% -$12.2K 0.01% 343
2020
Q3 		$195K Buy
5,680
+2,780
+96% +$81K 0.02% 332
2020
Q2 		$73K Buy
2,900
+2,860
+7,150% +$57.3K 0.01% 599
2020
Q1 		$1K Hold
40
– – ﹤0.01% 1640
2019
Q4 		$0 Hold
40
– – ﹤0.01% 1642
2019
Q3 		$1K Buy
+40
New +$794 ﹤0.01% 1443

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

Valeo Financial Advisors's CRWD Position: Q3 2026 in Review

Valeo Financial Advisors reduced its CrowdStrike (CRWD) stake by 5.5% in Q3 2026, selling an estimated $430K and leaving 34,956 shares worth $9.25M. The position accounts for 0.2% of the portfolio, ranked #57.

Valeo Financial Advisors first reported a position in CRWD in Q3 2019 and has held it in 28 quarters since. 185 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Valeo Financial Advisors held 34,956 shares of CrowdStrike worth $9.25M as of Q3 2026.
  • Valeo Financial Advisors sold 2,028 CrowdStrike shares in Q3 2026, an estimated $430K.
  • CrowdStrike made up 0.2% of Valeo Financial Advisors's portfolio in Q3 2026, its #57 holding.
  • Valeo Financial Advisors first reported a position in CrowdStrike in Q3 2019 and has held it in 28 quarters since.
  • 185 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

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