Cypress Wealth Services
CRWD icon

Cypress Wealth Services’s CrowdStrike CRWD Stock Holding History

Cypress Wealth 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
Q3 		$777K Buy
2,786
+2
+0.1% +$425 0.09% 170
2026
Q2 		$531K Buy
2,784
+292
+12% +$41.5K 0.07% 226
2026
Q1 		$243K Sell
2,492
-128
-5% -$13.6K 0.03% 341
2025
Q4 		$307K Buy
2,620
+12
+0.5% +$1.53K 0.04% 298
2025
Q3 		$320K Sell
2,608
-56
-2% -$6.37K 0.05% 245
2025
Q2 		$339K Buy
2,664
+100
+4% +$10.8K 0.06% 212
2025
Q1 		$226K Buy
2,564
+200
+8% +$19.1K 0.05% 252
2024
Q4 		$202K Buy
+2,364
New +$197K 0.04% 270

Other funds holding CRWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Cypress Wealth Services's CRWD Position: Q3 2026 in Review

Cypress Wealth Services increased its CrowdStrike (CRWD) stake by 0.07% in Q3 2026, buying an estimated $425 and bringing the position to 2,786 shares worth $777K. The position accounts for 0.09% of the portfolio, ranked #170.

Cypress Wealth Services first reported a position in CRWD in Q4 2024 and has held it in 8 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Cypress Wealth Services held 2,786 shares of CrowdStrike worth $777K as of Q3 2026.
  • Cypress Wealth Services bought 2 CrowdStrike shares in Q3 2026, an estimated $425.
  • CrowdStrike made up 0.09% of Cypress Wealth Services's portfolio in Q3 2026, its #170 holding.
  • Cypress Wealth Services first reported a position in CrowdStrike in Q4 2024 and has held it in 8 quarters since.
  • 1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.