Olistico Wealth, LLC CRWD — CROWDSTRIKE HLDGS INC CL A

Ownership history in Olistico Wealth, LLC  ·  9 quarters on record

AI Ownership Summary

Olistico Wealth, LLC reported CROWDSTRIKE HLDGS INC CL A (CRWD) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q3. The latest visible filing shows CRWD at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Olistico Wealth, LLC's position in CROWDSTRIKE HLDGS INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CRWD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Olistico Wealth, LLC held CRWD — position size vs. price
% of Fund (quarterly)    CRWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 512 +380 +287.9% 0.06% $136K 2026-10-05 $272.67
2026 Q2 UNCHANGED — — — 132 — 0% 0.04% $101K 2026-07-13 $187.91
2026 Q1 ADDED — — — 132 +13 +10.9% 0.03% $52K 2026-04-09 $98.67
2025 Q4 ADDED — — — 119 +60 +101.7% 0.03% $56K 2026-01-13 $117.00
2025 Q2 ADDED — — — 59 +20 +51.3% 0.02% $30K 2025-07-22 $117.81
2025 Q1 ADDED — — — 39 +35 +875.0% 0.01% $14K 2025-04-29 $107.75
2024 Q4 UNCHANGED — — — 4 — 0% 0.00% $1K 2025-01-17 $89.25
2024 Q3 REDUCED 50.0% +24.5% ❌ 4 -4 -50.0% 0.00% $1K 2024-10-08 $73.25
2024 Q2 INITIATED — — — 8 — — 0.00% $3K 2024-07-09 $96.47

FAQ About Olistico Wealth, LLC and CRWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Olistico Wealth, LLC reported owning CRWD?

Olistico Wealth, LLC reported CRWD across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CRWD position in Olistico Wealth, LLC's portfolio?

The largest reported portfolio weight for CRWD was 0.06% in 2026 Q3.

What is the latest reported CRWD position on this page?

The most recent filing on this page is 2026 Q3, when Olistico Wealth, LLC reported 512 shares, equal to 0.06% of portfolio, with an estimated market value of $136K.

What does the chart on this CRWD ownership page compare?

The chart compares Olistico Wealth, LLC's quarterly CRWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Olistico Wealth, LLC time their CRWD position?

Based on 13F filing dates vs. subsequent CRWD price moves, Olistico Wealth, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on CRWD relative to SPY over the holding period was +1246.4%.

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