VFA
CRWD icon

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
2021
Q4 		– Sell
-4,400
Closed -$270K – 603
2021
Q3 		$270K Buy
+4,400
New +$284K 0.02% 420

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. 217 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.
  • 217 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.