Segment Wealth Management’s CrowdStrike CRWD Stock Holding History

Segment Wealth Management’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	$1.73M	Sell	9,076 -40	-0.4%	-$5.68K	0.09%	131
2026 Q1	$890K	Buy	9,116 +40	+0.4%	+$4.24K	0.05%	179
2025 Q4	$1.06M	Buy	9,076 +240	+3%	+$30.6K	0.06%	160
2025 Q3	$1.08M	Hold	8,836	–	–	0.06%	161
2025 Q2	$1.13M	Buy	8,836 +36	+0.4%	+$3.9K	0.07%	148
2025 Q1	$776K	Buy	8,800 +800	+10%	+$76.2K	0.05%	172
2024 Q4	$684K	Buy	8,000 +2,000	+33%	+$166K	0.05%	173
2024 Q3	$421K	Sell	6,000 -17,632	-75%	-$1.25M	0.03%	197
2024 Q2	$2.26M	Buy	23,632 +1,504	+7%	+$125K	0.17%	89
2024 Q1	$1.77M	Buy	22,128 +18,128	+453%	+$1.39M	0.13%	105
2023 Q4	$255K	Buy	+4,000	New	+$209K	0.02%	217

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Segment Wealth Management's CRWD Position: Q2 2026 in Review

Segment Wealth Management reduced its CrowdStrike (CRWD) stake by 0.44% in Q2 2026, selling an estimated $5.68K and leaving 9,076 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #131.

Segment Wealth Management first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.26M in Q2 2024. 535 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Segment Wealth Management held 9,076 shares of CrowdStrike worth $1.73M as of Q2 2026.
Segment Wealth Management sold 40 CrowdStrike shares in Q2 2026, an estimated $5.68K.
CrowdStrike made up 0.09% of Segment Wealth Management's portfolio in Q2 2026, its #131 holding.
Segment Wealth Management first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
Segment Wealth Management's CrowdStrike position peaked at $2.26M in Q2 2024.
535 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.