Greystone Financial Group’s CrowdStrike CRWD Stock Holding History

Greystone Financial Group’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	$7.62M	Sell	39,924 -2,532	-6%	-$360K	2.13%	16
2026 Q1	$4.14M	Sell	42,456 -18,796	-31%	-$1.99M	1.17%	38
2025 Q4	$7.18M	Sell	61,252 -9,368	-13%	-$1.19M	1.12%	38
2025 Q3	$8.66M	Buy	70,620 +6,928	+11%	+$788K	1.34%	30
2025 Q2	$8.11M	Sell	63,692 -15,368	-19%	-$1.67M	1.34%	33
2025 Q1	$6.97M	Sell	79,060 -5,620	-7%	-$535K	1.26%	38
2024 Q4	$7.24M	Buy	+84,680	New	+$7.04M	1.26%	34

Other funds holding CRWD

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Greystone Financial Group's CRWD Position: Q2 2026 in Review

Greystone Financial Group reduced its CrowdStrike (CRWD) stake by 6% in Q2 2026, selling an estimated $360K and leaving 39,924 shares worth $7.62M. The position accounts for 2.13% of the portfolio, ranked #16.

Greystone Financial Group first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.66M in Q3 2025. 1,133 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Greystone Financial Group held 39,924 shares of CrowdStrike worth $7.62M as of Q2 2026.
Greystone Financial Group sold 2,532 CrowdStrike shares in Q2 2026, an estimated $360K.
CrowdStrike made up 2.13% of Greystone Financial Group's portfolio in Q2 2026, its #16 holding.
Greystone Financial Group first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
Greystone Financial Group's CrowdStrike position peaked at $8.66M in Q3 2025.
1,133 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.