WF
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Whelan Financial’s CrowdStrike CRWD Stock Holding History

Whelan Financial’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 		$289K Buy
+1,516
New +$215K 0.08% 78
2026
Q1 		– Sell
-2,008
Closed -$235K – 91
2025
Q4 		$235K Sell
2,008
-408
-17% -$51.9K 0.07% 82
2025
Q3 		$296K Buy
2,416
+336
+16% +$38.2K 0.09% 65
2025
Q2 		$265K Sell
2,080
-880
-30% -$95.4K 0.1% 57
2025
Q1 		$261K Sell
2,960
-352
-11% -$33.5K 0.1% 53
2024
Q4 		$283K Buy
+3,312
New +$275K 0.11% 44

Other funds holding CRWD

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Whelan Financial's CRWD Position: Q2 2026 in Review

Whelan Financial opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,516 shares worth $289K. The stake represents 0.08% of the portfolio and ranks #78 among its holdings. This is a return to the name: Whelan Financial previously reported a position in CRWD as recently as Q4 2025.

Whelan Financial first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $296K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Whelan Financial held 1,516 shares of CrowdStrike worth $289K as of Q2 2026.
  • CrowdStrike was a new Whelan Financial position in Q2 2026.
  • CrowdStrike made up 0.08% of Whelan Financial's portfolio in Q2 2026, its #78 holding.
  • Whelan Financial first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Whelan Financial's CrowdStrike position peaked at $296K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.