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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Valeo Financial Advisors's CRWD Position: Q2 2026 in Review

Valeo Financial Advisors reduced its CrowdStrike (CRWD) stake by 5.3% in Q2 2026, selling an estimated $297K and leaving 36,984 shares worth $7.06M. The position accounts for 0.15% of the portfolio, ranked #70.

Valeo Financial Advisors first reported a position in CRWD in Q3 2019 and has held it in 27 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Valeo Financial Advisors held 36,984 shares of CrowdStrike worth $7.06M as of Q2 2026.
  • Valeo Financial Advisors sold 2,088 CrowdStrike shares in Q2 2026, an estimated $297K.
  • CrowdStrike made up 0.15% of Valeo Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Valeo Financial Advisors first reported a position in CrowdStrike in Q3 2019 and has held it in 27 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.