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Summit Place Financial Advisors’s CrowdStrike CRWD Stock Holding History

Summit Place Financial Advisors’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 		$4.14M Sell
21,684
-1,844
-8% -$262K 1.81% 16
2026
Q1 		$2.3M Buy
+23,528
New +$2.49M 1.1% 34

Other funds holding CRWD

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Place Financial Advisors's CRWD Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its CrowdStrike (CRWD) stake by 7.8% in Q2 2026, selling an estimated $262K and leaving 21,684 shares worth $4.14M. The position accounts for 1.81% of the portfolio, ranked #16.

Summit Place Financial Advisors first reported a position in CRWD in Q1 2026 and has held it in 2 quarters since. 992 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Summit Place Financial Advisors held 21,684 shares of CrowdStrike worth $4.14M as of Q2 2026.
  • Summit Place Financial Advisors sold 1,844 CrowdStrike shares in Q2 2026, an estimated $262K.
  • CrowdStrike made up 1.81% of Summit Place Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Summit Place Financial Advisors first reported a position in CrowdStrike in Q1 2026 and has held it in 2 quarters since.
  • 992 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.