Annex Advisory Services
CRWD icon

Annex Advisory Services’s CrowdStrike CRWD Stock Holding History

Annex Advisory Services’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 		$687K Sell
2,596
-220
-8% -$46.7K 0.01% 235
2026
Q2 		$537K Buy
2,816
+628
+29% +$89.2K 0.01% 249
2026
Q1 		$214K Buy
2,188
+32
+1% +$3.39K ﹤0.01% 353
2025
Q4 		$253K Buy
2,156
+424
+24% +$54K ﹤0.01% 310
2025
Q3 		$212K Buy
1,732
+60
+4% +$6.82K ﹤0.01% 300
2025
Q2 		$213K Buy
+1,672
New +$181K 0.01% 296

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

Annex Advisory Services's CRWD Position: Q3 2026 in Review

Annex Advisory Services reduced its CrowdStrike (CRWD) stake by 7.8% in Q3 2026, selling an estimated $46.7K and leaving 2,596 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #235.

Annex Advisory Services first reported a position in CRWD in Q2 2025 and has held it in 6 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Annex Advisory Services held 2,596 shares of CrowdStrike worth $687K as of Q3 2026.
  • Annex Advisory Services sold 220 CrowdStrike shares in Q3 2026, an estimated $46.7K.
  • CrowdStrike made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #235 holding.
  • Annex Advisory Services first reported a position in CrowdStrike in Q2 2025 and has held it in 6 quarters since.
  • 1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.