Sigma Planning Corp
CRWD icon

Sigma Planning Corp’s CrowdStrike CRWD Stock Holding History

Sigma Planning Corp’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 		$22.6M Sell
83,793
-7,599
-8% -$1.61M 0.58% 20
2026
Q2 		$17.4M Buy
91,392
+15,512
+20% +$2.2M 0.44% 31
2026
Q1 		$7.41M Sell
75,880
-1,292
-2% -$137K 0.21% 95
2025
Q4 		$8.94M Buy
77,172
+6,912
+10% +$880K 0.25% 71
2025
Q3 		$8.61M Buy
70,260
+4,484
+7% +$510K 0.24% 73
2025
Q2 		$8.38M Sell
65,776
-2,980
-4% -$323K 0.25% 71
2025
Q1 		$6.06M Buy
68,756
+11,632
+20% +$1.11M 0.19% 103
2024
Q4 		$4.89M Buy
57,124
+14,412
+34% +$1.2M 0.15% 131
2024
Q3 		$2.99M Sell
42,712
-33,524
-44% -$2.38M 0.09% 212
2024
Q2 		$7.3M Buy
76,236
+27,972
+58% +$2.33M 0.23% 79
2024
Q1 		$3.87M Buy
48,264
+20,584
+74% +$1.58M 0.12% 171
2023
Q4 		$1.77M Sell
27,680
-4,624
-14% -$242K 0.14% 155
2023
Q3 		$1.35M Sell
32,304
-1,156
-3% -$44.9K 0.05% 363
2023
Q2 		$1.23M Sell
33,460
-11,432
-25% -$398K 0.04% 399
2023
Q1 		$1.54M Buy
44,892
+10,248
+30% +$296K 0.05% 367
2022
Q4 		$912K Sell
34,644
-14,356
-29% -$491K 0.03% 521
2022
Q3 		$2.02M Buy
49,000
+14,392
+42% +$658K 0.08% 254
2022
Q2 		$1.46M Sell
34,608
-20,200
-37% -$915K 0.05% 348
2022
Q1 		$3.11M Buy
54,808
+1,792
+3% +$83.5K 0.09% 217
2021
Q4 		$2.71M Sell
53,016
-13,920
-21% -$848K 0.08% 267
2021
Q3 		$4.11M Buy
66,936
+1,460
+2% +$94.2K 0.12% 178
2021
Q2 		$4.11M Buy
65,476
+18,936
+41% +$1.02M 0.12% 188
2021
Q1 		$2.12M Buy
46,540
+11,164
+32% +$591K 0.07% 297
2020
Q4 		$1.87M Sell
35,376
-844
-2% -$32.9K 0.06% 290
2020
Q3 		$1.24M Buy
36,220
+16,256
+81% +$474K 0.05% 344
2020
Q2 		$501K Buy
+19,964
New +$400K 0.02% 591

Other funds holding CRWD

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sigma Planning Corp's CRWD Position: Q3 2026 in Review

Sigma Planning Corp reduced its CrowdStrike (CRWD) stake by 8.3% in Q3 2026, selling an estimated $1.61M and leaving 83,793 shares worth $22.6M. The position accounts for 0.58% of the portfolio, ranked #20.

Sigma Planning Corp first reported a position in CRWD in Q2 2020 and has held it in 26 quarters since. 1,610 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Sigma Planning Corp held 83,793 shares of CrowdStrike worth $22.6M as of Q3 2026.
  • Sigma Planning Corp sold 7,599 CrowdStrike shares in Q3 2026, an estimated $1.61M.
  • CrowdStrike made up 0.58% of Sigma Planning Corp's portfolio in Q3 2026, its #20 holding.
  • Sigma Planning Corp first reported a position in CrowdStrike in Q2 2020 and has held it in 26 quarters since.
  • 1,610 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.