WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in CRWD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$71,901,906
+$36,357,418 QoQ
Shares Held
1,507,496
+313.9% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#161
of 2,437 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Dec 31, 2025CallValue
$1,312,059
CallShares
11,196
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. CRWD ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,507,496 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in CRWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,901,906 | 376,874 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $35,544,488 | 91,044 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $64,507,001 | 137,612 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $1,312,059 | 2,799 | Call | Sole | 2026-01-08 | |
| 2025-09-30 | $68,931,735 | 140,568 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $2,972,193 | 6,061 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $4,583,790 | 9,000 | Call | Sole | 2025-07-10 | |
| 2025-06-30 | $70,745,705 | 138,905 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $57,176,840 | 162,167 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $3,596,316 | 10,200 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $5,953,584 | 17,400 | Call | Sole | 2025-03-17 | |
| 2024-12-31 | $91,567,832 | 267,617 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $48,280,386 | 172,141 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $1,406,119 | 28,400 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $38,319 | 100 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $53,841,643 | 140,509 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $40,436,016 | 126,130 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $28,824,862 | 112,897 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $28,493,766 | 170,234 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||