Compass Wealth Management (Georgia)’s CrowdStrike CRWD Stock Holding History

Compass Wealth Management (Georgia)’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	$763K	Hold	4,000	–	–	0.3%	44
2026 Q1	$390K	Hold	4,000	–	–	0.17%	51
2025 Q4	$469K	Hold	4,000	–	–	0.19%	48
2025 Q3	$490K	Hold	4,000	–	–	0.22%	45
2025 Q2	$509K	Buy	+4,000	New	+$434K	0.27%	43

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Compass Wealth Management (Georgia)'s CRWD Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its CrowdStrike (CRWD) position steady in Q2 2026 at 4,000 shares worth $763K. The position accounts for 0.3% of the portfolio, ranked #44.

Compass Wealth Management (Georgia) first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Compass Wealth Management (Georgia) held 4,000 shares of CrowdStrike worth $763K as of Q2 2026.
Compass Wealth Management (Georgia) left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up 0.3% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #44 holding.
Compass Wealth Management (Georgia) first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.