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Summit Financial’s CrowdStrike CRWD Stock Holding History

Summit Financial’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 		$18M Sell
94,504
-372
-0.4% -$52.9K 0.2% 97
2026
Q1 		$9.26M Buy
94,876
+16,816
+22% +$1.78M 0.12% 170
2025
Q4 		$9.15M Buy
78,060
+464
+0.6% +$59.1K 0.13% 139
2025
Q3 		$9.51M Buy
77,596
+26,820
+53% +$3.05M 0.15% 131
2025
Q2 		$6.47M Buy
50,776
+6,648
+15% +$721K 0.15% 124
2025
Q1 		$3.89M Buy
44,128
+5,212
+13% +$497K 0.11% 161
2024
Q4 		$3.33M Buy
38,916
+544
+1% +$45.2K 0.12% 148
2024
Q3 		$2.69M Buy
38,372
+748
+2% +$53.1K 0.11% 151
2024
Q2 		$3.6M Buy
37,624
+3,156
+9% +$262K 0.16% 97
2024
Q1 		$2.76M Buy
34,468
+12
+0% +$919 0.16% 79
2023
Q4 		$2.2M Buy
34,456
+1,892
+6% +$99.1K 0.14% 97
2023
Q3 		$1.36M Buy
+32,564
New +$1.27M 0.1% 128

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Financial's CRWD Position: Q2 2026 in Review

Summit Financial reduced its CrowdStrike (CRWD) stake by 0.39% in Q2 2026, selling an estimated $52.9K and leaving 94,504 shares worth $18M. The position accounts for 0.2% of the portfolio, ranked #97.

Summit Financial first reported a position in CRWD in Q3 2023 and has held it in 12 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Summit Financial held 94,504 shares of CrowdStrike worth $18M as of Q2 2026.
  • Summit Financial sold 372 CrowdStrike shares in Q2 2026, an estimated $52.9K.
  • CrowdStrike made up 0.2% of Summit Financial's portfolio in Q2 2026, its #97 holding.
  • Summit Financial first reported a position in CrowdStrike in Q3 2023 and has held it in 12 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.