SFS
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Sunrise Financial Services’s CrowdStrike CRWD Stock Holding History

Sunrise Financial Services’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 		$34.3K Buy
+180
New +$25.6K 0.02% 138
2026
Q1 		– Sell
-180
Closed -$21.1K – 625
2025
Q4 		$21.1K Buy
+180
New +$22.9K 0.02% 154

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

Sunrise Financial Services's CRWD Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in CrowdStrike (CRWD) in Q2 2026: 180 shares worth $34.3K. The stake represents 0.02% of the portfolio and ranks #138 among its holdings. This is a return to the name: Sunrise Financial Services previously reported a position in CRWD as recently as Q4 2025.

Sunrise Financial Services first reported a position in CRWD in Q4 2025 and has held it in 2 quarters since. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Sunrise Financial Services held 180 shares of CrowdStrike worth $34.3K as of Q2 2026.
  • CrowdStrike was a new Sunrise Financial Services position in Q2 2026.
  • CrowdStrike made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #138 holding.
  • Sunrise Financial Services first reported a position in CrowdStrike in Q4 2025 and has held it in 2 quarters since.
  • 2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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