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

Other funds holding CRWD

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
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. 1,241 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.
  • 1,241 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.