Signature Wealth Management Group’s CrowdStrike CRWD Stock Holding History

Signature Wealth Management 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 Q1	$813K	Sell	8,328 -11,664	-58%	-$1.24M	0.31%	74
2025 Q4	$2.34M	Sell	19,992 -44	-0.2%	-$5.6K	0.96%	45
2025 Q3	$2.46M	Buy	20,036 +256	+1%	+$29.1K	0.95%	42
2025 Q2	$2.52M	Sell	19,780 -320	-2%	-$34.7K	0.99%	41
2025 Q1	$1.77M	Buy	20,100 +168	+0.8%	+$16K	0.69%	57
2024 Q4	$1.7M	Buy	19,932 +384	+2%	+$31.9K	0.69%	58
2024 Q3	$1.37M	Buy	19,548 +584	+3%	+$41.5K	0.55%	65
2024 Q2	$1.82M	Buy	18,964 +180	+1%	+$15K	0.8%	50
2024 Q1	$1.33M	Sell	18,784 -8,028	-30%	-$615K	0.6%	60
2023 Q4	$1.71M	Buy	+26,812	New	+$1.4M	0.79%	42
2023 Q2	$1.42M	Sell	38,700 -1,828	-5%	-$63.7K	0.66%	50
2023 Q1	$1.39M	Buy	+40,528	New	+$1.17M	0.66%	50

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Signature Wealth Management Group's CRWD Position: Q1 2026 in Review

Signature Wealth Management Group reduced its CrowdStrike (CRWD) stake by 58% in Q1 2026, selling an estimated $1.24M and leaving 8,328 shares worth $813K. The position accounts for 0.31% of the portfolio, ranked #74.

Signature Wealth Management Group first reported a position in CRWD in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.52M in Q2 2025. 2,084 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Signature Wealth Management Group held 8,328 shares of CrowdStrike worth $813K as of Q1 2026.
Signature Wealth Management Group sold 11,664 CrowdStrike shares in Q1 2026, an estimated $1.24M.
CrowdStrike made up 0.31% of Signature Wealth Management Group's portfolio in Q1 2026, its #74 holding.
Signature Wealth Management Group first reported a position in CrowdStrike in Q1 2023 and has held it in 12 quarters since.
Signature Wealth Management Group's CrowdStrike position peaked at $2.52M in Q2 2025.
2,084 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.