Compass Financial Management
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Compass Financial Management’s CrowdStrike CRWD Stock Holding History

Compass Financial Management’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 		$1.98M Sell
7,489
-3,263
-30% -$693K 0.21% 128
2026
Q2 		$1.18M Buy
+10,752
New +$1.53M 0.14% 163

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Fidelity Investments
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JP Morgan Chase
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Compass Financial Management's CRWD Position: Q3 2026 in Review

Compass Financial Management reduced its CrowdStrike (CRWD) stake by 30% in Q3 2026, selling an estimated $693K and leaving 7,489 shares worth $1.98M. The position accounts for 0.21% of the portfolio, ranked #128.

Compass Financial Management first reported a position in CRWD in Q2 2026 and has held it in 2 quarters since. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Compass Financial Management held 7,489 shares of CrowdStrike worth $1.98M as of Q3 2026.
  • Compass Financial Management sold 3,263 CrowdStrike shares in Q3 2026, an estimated $693K.
  • CrowdStrike made up 0.21% of Compass Financial Management's portfolio in Q3 2026, its #128 holding.
  • Compass Financial Management first reported a position in CrowdStrike in Q2 2026 and has held it in 2 quarters since.
  • 2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.