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Summit Securities Group’s CrowdStrike CRWD Stock Holding History

Summit Securities 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 		– Sell
-3,016
Closed -$353K – 1106
2025
Q4 		$353K Buy
3,016
+2,696
+843% +$343K 0.05% 242
2025
Q3 		$39.2K Buy
+320
New +$36.4K 0.01% 627
2025
Q1 		– Sell
-152
Closed -$13K – 851
2024
Q4 		$13K Buy
+152
New +$12.6K ﹤0.01% 418
2024
Q3 		– Sell
-124
Closed -$12K – 631
2024
Q2 		$12K Buy
+124
New +$10.3K ﹤0.01% 421
2024
Q1 		– Sell
-72
Closed -$5K – 538
2023
Q4 		$5K Sell
72
-28
-28% -$1.47K ﹤0.01% 558
2023
Q3 		$4K Buy
+100
New +$3.89K ﹤0.01% 475
2022
Q4 		– Sell
-2,128
Closed -$72.8K – 1187
2022
Q3 		$88K Buy
+2,128
New +$97.3K 0.01% 544
2022
Q2 		– Sell
-3,424
Closed -$194K – 993
2022
Q1 		$194K Buy
+3,424
New +$160K 0.02% 386
2021
Q2 		– Sell
-22,580
Closed -$1.03M – 727
2021
Q1 		$1.03M Buy
+22,580
New +$1.19M 0.11% 194

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's CRWD Position: Q1 2026 in Review

Summit Securities Group sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 3,016 shares — an estimated $353K sold.

Summit Securities Group first reported a position in CRWD in Q1 2021 and held it in 9 quarters. The position peaked at $1.03M in Q1 2021. 2,084 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Summit Securities Group reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 3,016 CrowdStrike shares in Q1 2026, an estimated $353K.
  • Summit Securities Group first reported a position in CrowdStrike in Q1 2021 and held it in 9 quarters.
  • Summit Securities Group's CrowdStrike position peaked at $1.03M in Q1 2021.
  • 2,084 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.