Whelan Financial
CRWD icon

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
Q3 		$429K Buy
1,622
+106
+7% +$22.5K 0.11% 66
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Whelan Financial's CRWD Position: Q3 2026 in Review

Whelan Financial increased its CrowdStrike (CRWD) stake by 7% in Q3 2026, buying an estimated $22.5K and bringing the position to 1,622 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #66.

Whelan Financial first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Whelan Financial held 1,622 shares of CrowdStrike worth $429K as of Q3 2026.
  • Whelan Financial bought 106 CrowdStrike shares in Q3 2026, an estimated $22.5K.
  • CrowdStrike made up 0.11% of Whelan Financial's portfolio in Q3 2026, its #66 holding.
  • Whelan Financial first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.