Sargent Investment Group’s CrowdStrike CRWD Stock Holding History

Sargent Investment 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	$496K	Sell	2,600 -196	-7%	-$27.8K	0.06%	174
2026 Q1	$273K	Buy	2,796 +404	+17%	+$42.8K	0.04%	215
2025 Q4	$280K	Buy	+2,392	New	+$305K	0.04%	216
2025 Q3	–	Sell	-1,984	Closed	-$224K	–	145
2025 Q2	$224K	Buy	+1,984	New	+$215K	0.03%	219

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sargent Investment Group's CRWD Position: Q2 2026 in Review

Sargent Investment Group reduced its CrowdStrike (CRWD) stake by 7% in Q2 2026, selling an estimated $27.8K and leaving 2,600 shares worth $496K. The position accounts for 0.06% of the portfolio, ranked #174.

Sargent Investment Group first reported a position in CRWD in Q2 2025 and has held it in 4 quarters since. 2,458 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Sargent Investment Group held 2,600 shares of CrowdStrike worth $496K as of Q2 2026.
Sargent Investment Group sold 196 CrowdStrike shares in Q2 2026, an estimated $27.8K.
CrowdStrike made up 0.06% of Sargent Investment Group's portfolio in Q2 2026, its #174 holding.
Sargent Investment Group first reported a position in CrowdStrike in Q2 2025 and has held it in 4 quarters since.
2,458 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.