CFM
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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
Q2 		$1.18M Buy
+10,752
New +$1.53M 0.14% 163

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Compass Financial Management's CRWD Position: Q2 2026 in Review

Compass Financial Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 10,752 shares worth $1.18M. The stake represents 0.14% of the portfolio and ranks #163 among its holdings.

2,338 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Compass Financial Management held 10,752 shares of CrowdStrike worth $1.18M as of Q2 2026.
  • CrowdStrike was a new Compass Financial Management position in Q2 2026.
  • CrowdStrike made up 0.14% of Compass Financial Management's portfolio in Q2 2026, its #163 holding.
  • 2,338 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.