Whitaker-Myers Wealth Managers’s CrowdStrike CRWD Stock Holding History

Whitaker-Myers Wealth Managers’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	$213K	Sell	804 -276	-26%	-$58.6K	0.03%	121
2026 Q2	$206K	Buy	+1,080	New	+$153K	0.03%	111
2025 Q3	–	Sell	-5,884	Closed	-$749K	–	125
2025 Q2	$749K	Buy	5,884 +584	+11%	+$63.3K	0.19%	53
2025 Q1	$467K	Buy	5,300 +364	+7%	+$34.7K	0.13%	69
2024 Q4	$422K	Buy	4,936 +740	+18%	+$61.5K	0.12%	70
2024 Q3	$294K	Buy	+4,196	New	+$298K	0.1%	87

Other funds holding CRWD

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CRWD Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its CrowdStrike (CRWD) stake by 26% in Q3 2026, selling an estimated $58.6K and leaving 804 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #121.

Whitaker-Myers Wealth Managers first reported a position in CRWD in Q3 2024 and has held it in 6 quarters since. The position peaked at $749K in Q2 2025. 284 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

Whitaker-Myers Wealth Managers held 804 shares of CrowdStrike worth $213K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 276 CrowdStrike shares in Q3 2026, an estimated $58.6K.
CrowdStrike made up 0.03% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #121 holding.
Whitaker-Myers Wealth Managers first reported a position in CrowdStrike in Q3 2024 and has held it in 6 quarters since.
Whitaker-Myers Wealth Managers's CrowdStrike position peaked at $749K in Q2 2025.
284 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.