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
2023 Q4	–	Sell	-1,200	Closed	-$50	–	677
2023 Q3	$50	Sell	1,200 -400	-25%	-$15.5K	﹤0.01%	635
2023 Q2	$58	Buy	+1,600	New	+$55.7K	﹤0.01%	602
2022 Q4	–	Sell	-800	Closed	-$33K	–	570
2022 Q3	$33K	Hold	800	–	–	﹤0.01%	486
2022 Q2	$34K	Hold	800	–	–	﹤0.01%	484
2022 Q1	$45K	Buy	+800	New	+$37.3K	﹤0.01%	603
2020 Q3	–	Sell	-800	Closed	-$20K	–	1707
2020 Q2	$20K	Buy	+800	New	+$16K	﹤0.01%	1057

Other funds holding CRWD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

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

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 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

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. 351 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.
351 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.