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Compass Financial Services’s CrowdStrike CRWD Stock Holding History

Compass Financial 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
Q1 		– Sell
-848
Closed -$99.4K – 93
2025
Q4 		$99.4K Buy
848
+80
+10% +$10.2K 0.04% 68
2025
Q3 		$94.2K Hold
768
– – 0.04% 72
2025
Q2 		$97.8K Hold
768
– – 0.05% 69
2025
Q1 		$67.7K Buy
768
+204
+36% +$19.4K 0.04% 68
2024
Q4 		$48.2K Buy
+564
New +$46.9K 0.03% 69

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compass Financial Services's CRWD Position: Q1 2026 in Review

Compass Financial Services sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 848 shares — an estimated $99.4K sold.

Compass Financial Services first reported a position in CRWD in Q4 2024 and held it in 5 quarters. The position peaked at $99.4K in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Compass Financial Services reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 848 CrowdStrike shares in Q1 2026, an estimated $99.4K.
  • Compass Financial Services first reported a position in CrowdStrike in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's CrowdStrike position peaked at $99.4K in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.