Valley Brook Capital Group’s CrowdStrike CRWD Stock Holding History

Valley Brook Capital Group’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	$1.75M	Buy	9,160 +400	+5%	+$56.8K	0.99%	31
2026 Q1	$855K	Buy	8,760 +580	+7%	+$61.5K	0.57%	49
2025 Q4	$959K	Hold	8,180	–	–	0.63%	44
2025 Q3	$1M	Buy	8,180 +360	+5%	+$40.9K	0.67%	42
2025 Q2	$996K	Buy	7,820 +260	+3%	+$28.2K	0.75%	40
2025 Q1	$666K	Buy	7,560 +200	+3%	+$19.1K	0.52%	50
2024 Q4	$630K	Buy	7,360 +220	+3%	+$18.3K	0.47%	57
2024 Q3	$501K	Buy	7,140 +1,200	+20%	+$85.2K	0.36%	69
2024 Q2	$569K	Buy	5,940 +960	+19%	+$79.8K	0.44%	60
2024 Q1	$399K	Buy	4,980 +1,280	+35%	+$98K	0.32%	75
2023 Q4	$236K	Buy	+3,700	New	+$194K	0.21%	95
2021 Q2	–	Sell	-1,540	Closed	-$70K	–	169
2021 Q1	$70K	Buy	+1,540	New	+$81.5K	0.06%	184

Other funds holding CRWD

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Valley Brook Capital Group's CRWD Position: Q2 2026 in Review

Valley Brook Capital Group increased its CrowdStrike (CRWD) stake by 4.6% in Q2 2026, buying an estimated $56.8K and bringing the position to 9,160 shares worth $1.75M. The position accounts for 0.99% of the portfolio, ranked #31.

Valley Brook Capital Group first reported a position in CRWD in Q1 2021 and has held it in 12 quarters since. 1,408 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Valley Brook Capital Group held 9,160 shares of CrowdStrike worth $1.75M as of Q2 2026.
Valley Brook Capital Group bought 400 CrowdStrike shares in Q2 2026, an estimated $56.8K.
CrowdStrike made up 0.99% of Valley Brook Capital Group's portfolio in Q2 2026, its #31 holding.
Valley Brook Capital Group first reported a position in CrowdStrike in Q1 2021 and has held it in 12 quarters since.
1,408 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.