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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
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

Cypress Wealth Services's CRWD Position: Q2 2026 in Review

Cypress Wealth Services increased its CrowdStrike (CRWD) stake by 12% in Q2 2026, buying an estimated $41.5K and bringing the position to 2,784 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #226.

Cypress Wealth Services first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Cypress Wealth Services held 2,784 shares of CrowdStrike worth $531K as of Q2 2026.
  • Cypress Wealth Services bought 292 CrowdStrike shares in Q2 2026, an estimated $41.5K.
  • CrowdStrike made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #226 holding.
  • Cypress Wealth Services first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.