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Summit Wealth Group (Colorado)’s CrowdStrike CRWD Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.2M Buy
6,304
+144
+2% +$20.5K 0.1% 115
2026
Q1 		$601K Buy
6,160
+1,112
+22% +$118K 0.06% 157
2025
Q4 		$592K Buy
+5,048
New +$643K 0.08% 131
2025
Q3 		– Sell
-4,768
Closed -$607K – 293
2025
Q2 		$607K Buy
+4,768
New +$517K 0.15% 117

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 Wealth Group (Colorado)'s CRWD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its CrowdStrike (CRWD) stake by 2.3% in Q2 2026, buying an estimated $20.5K and bringing the position to 6,304 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #115.

Summit Wealth Group (Colorado) first reported a position in CRWD in Q2 2025 and has held it in 4 quarters since. 992 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 6,304 shares of CrowdStrike worth $1.2M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 144 CrowdStrike shares in Q2 2026, an estimated $20.5K.
  • CrowdStrike made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #115 holding.
  • Summit Wealth Group (Colorado) first reported a position in CrowdStrike in Q2 2025 and has held it in 4 quarters since.
  • 992 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.