Summit Securities Group
CRWD icon

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
Q3 		$397K Buy
+1,500
New +$318K 0.04% 226
2021
Q2 		– Sell
-340
Closed -$1.55M – 728
2021
Q1 		$1.55M Buy
340
+260
+325% +$13.8K 0.17% 137
2020
Q4 		$424K Buy
+80
New +$3.12K 0.04% 389

Other funds holding CRWD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Summit Securities Group's CRWD Position: Q3 2026 in Review

Summit Securities Group opened a new position in CrowdStrike (CRWD) in Q3 2026: 1,778 shares worth $471K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CRWD as recently as Q4 2025.

Summit Securities Group first reported a position in CRWD in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2021. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Summit Securities Group held 1,778 shares of CrowdStrike worth $471K as of Q3 2026.
  • CrowdStrike was a new Summit Securities Group position in Q3 2026.
  • CrowdStrike made up 0.04% of Summit Securities Group's portfolio in Q3 2026, its #185 holding.
  • Summit Securities Group first reported a position in CrowdStrike in Q1 2021 and has held it in 10 quarters since.
  • Summit Securities Group's CrowdStrike position peaked at $1.03M in Q1 2021.
  • 2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.