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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 1,234 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.
1,234 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.