Signature Estate & Investment Advisors’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.6M Sell
66,308
-3,100
-4% -$440K 0.23% 57
2026
Q1
$6.77M Sell
69,408
-4,928
-7% -$522K 0.14% 79
2025
Q4
$8.71M Sell
74,336
-1,396
-2% -$178K 0.18% 64
2025
Q3
$9.28M Buy
75,732
+1,620
+2% +$184K 0.2% 62
2025
Q2
$9.44M Sell
74,112
-2,684
-3% -$291K 0.22% 54
2025
Q1
$6.77M Sell
76,796
-162,516
-68% -$15.5M 0.18% 66
2024
Q4
$20.5M Buy
239,312
+4,400
+2% +$366K 0.51% 33
2024
Q3
$16.5M Buy
234,912
+60,644
+35% +$4.31M 0.38% 43
2024
Q2
$16.7M Buy
+174,268
New +$14.5M 0.42% 39
2023
Q4
Sell
-11,608
Closed -$486K 187
2023
Q3
$486K Sell
11,608
-3,640
-24% -$141K 0.02% 115
2023
Q2
$560K Hold
15,248
0.02% 114
2023
Q1
$523K Hold
15,248
0.02% 116
2022
Q4
$401K Hold
15,248
0.01% 132
2022
Q3
$628K Sell
15,248
-140
-0.9% -$6.4K 0.03% 103
2022
Q2
$649K Buy
+15,388
New +$697K 0.03% 106

Other funds holding CRWD

Signature Estate & Investment Advisors's CRWD Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its CrowdStrike (CRWD) stake by 4.5% in Q2 2026, selling an estimated $440K and leaving 66,308 shares worth $12.6M. The position accounts for 0.23% of the portfolio, ranked #57.

Signature Estate & Investment Advisors first reported a position in CRWD in Q2 2022 and has held it in 15 quarters since. The position peaked at $20.5M in Q4 2024. 1,517 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Signature Estate & Investment Advisors held 66,308 shares of CrowdStrike worth $12.6M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 3,100 CrowdStrike shares in Q2 2026, an estimated $440K.
  • CrowdStrike made up 0.23% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Signature Estate & Investment Advisors first reported a position in CrowdStrike in Q2 2022 and has held it in 15 quarters since.
  • Signature Estate & Investment Advisors's CrowdStrike position peaked at $20.5M in Q4 2024.
  • 1,517 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.