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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sigma Planning Corp's CRWD Position: Q1 2026 in Review

Sigma Planning Corp reduced its CrowdStrike (CRWD) stake by 1.7% in Q1 2026, selling an estimated $137K and leaving 75,880 shares worth $7.41M. The position accounts for 0.21% of the portfolio, ranked #95.

Sigma Planning Corp first reported a position in CRWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.94M in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Sigma Planning Corp held 75,880 shares of CrowdStrike worth $7.41M as of Q1 2026.
  • Sigma Planning Corp sold 1,292 CrowdStrike shares in Q1 2026, an estimated $137K.
  • CrowdStrike made up 0.21% of Sigma Planning Corp's portfolio in Q1 2026, its #95 holding.
  • Sigma Planning Corp first reported a position in CrowdStrike in Q2 2020 and has held it in 24 quarters since.
  • Sigma Planning Corp's CrowdStrike position peaked at $8.94M in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.