YIA
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YHB Investment Advisors’s CrowdStrike CRWD Stock Holding History

YHB Investment Advisors’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 		$249K Buy
+940
New +$200K 0.02% 293
2025
Q3 		– Sell
-2,200
Closed -$280K – 304
2025
Q2 		$280K Sell
2,200
-300
-12% -$32.5K 0.02% 261
2025
Q1 		$220K Buy
+2,500
New +$238K 0.02% 277

Other funds holding CRWD

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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

YHB Investment Advisors's CRWD Position: Q3 2026 in Review

YHB Investment Advisors opened a new position in CrowdStrike (CRWD) in Q3 2026: 940 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in CRWD as recently as Q2 2025.

YHB Investment Advisors first reported a position in CRWD in Q1 2025 and has held it in 3 quarters since. The position peaked at $280K in Q2 2025. 284 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • YHB Investment Advisors held 940 shares of CrowdStrike worth $249K as of Q3 2026.
  • CrowdStrike was a new YHB Investment Advisors position in Q3 2026.
  • CrowdStrike made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #293 holding.
  • YHB Investment Advisors first reported a position in CrowdStrike in Q1 2025 and has held it in 3 quarters since.
  • YHB Investment Advisors's CrowdStrike position peaked at $280K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.