AAS
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Annex Advisory Services's CRWD Position: Q2 2026 in Review

Annex Advisory Services increased its CrowdStrike (CRWD) stake by 29% in Q2 2026, buying an estimated $89.2K and bringing the position to 2,816 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #249.

Annex Advisory Services first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 398 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Annex Advisory Services held 2,816 shares of CrowdStrike worth $537K as of Q2 2026.
  • Annex Advisory Services bought 628 CrowdStrike shares in Q2 2026, an estimated $89.2K.
  • CrowdStrike made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #249 holding.
  • Annex Advisory Services first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
  • 398 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.