VAG
CRWD icon

VisionPoint Advisory Group’s CrowdStrike CRWD Stock Holding History

VisionPoint Advisory 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
Q3 		$328K Buy
+1,240
New +$263K 0.05% 322
2026
Q2 		– Sell
-3,136
Closed -$306K – 486
2026
Q1 		$306K Sell
3,136
-28
-0.9% -$2.97K 0.06% 332
2025
Q4 		$371K Buy
+3,164
New +$403K 0.07% 259

Other funds holding CRWD

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VisionPoint Advisory Group's CRWD Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in CrowdStrike (CRWD) in Q3 2026: 1,240 shares worth $328K. The stake represents 0.05% of the portfolio and ranks #322 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in CRWD as recently as Q1 2026.

VisionPoint Advisory Group first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 132 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • VisionPoint Advisory Group held 1,240 shares of CrowdStrike worth $328K as of Q3 2026.
  • CrowdStrike was a new VisionPoint Advisory Group position in Q3 2026.
  • CrowdStrike made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #322 holding.
  • VisionPoint Advisory Group first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's CrowdStrike position peaked at $371K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.