Symphony Financial’s CrowdStrike CRWD Stock Holding History

Symphony Financial’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	$860K	Buy	4,612 +232	+5%	+$33K	0.09%	140
2026 Q1	$421K	Sell	4,380 -188	-4%	-$19.9K	0.06%	184
2025 Q4	$542K	Sell	4,568 -68	-1%	-$8.66K	0.07%	154
2025 Q3	$564K	Sell	4,636 -43,344	-90%	-$4.93M	0.07%	150
2025 Q2	$2.05M	Buy	47,980 +39,832	+489%	+$4.32M	0.27%	77
2025 Q1	$733K	Buy	8,148 +3,992	+96%	+$380K	0.43%	48
2024 Q4	$381K	Sell	4,156 -1,136	-21%	-$94.4K	0.06%	155
2024 Q3	$378K	Buy	5,292 +188	+4%	+$13.4K	0.06%	158
2024 Q2	$494K	Buy	5,104 +28	+0.6%	+$2.33K	0.09%	134
2024 Q1	$407K	Sell	5,076 -316	-6%	-$24.2K	0.09%	127
2023 Q4	$386K	Buy	5,392 +464	+9%	+$24.3K	0.08%	147
2023 Q3	$209K	Buy	+4,928	New	+$192K	0.05%	153

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Symphony Financial's CRWD Position: Q2 2026 in Review

Symphony Financial increased its CrowdStrike (CRWD) stake by 5.3% in Q2 2026, buying an estimated $33K and bringing the position to 4,612 shares worth $860K. The position accounts for 0.09% of the portfolio, ranked #140.

Symphony Financial first reported a position in CRWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q2 2025. 2,076 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Symphony Financial held 4,612 shares of CrowdStrike worth $860K as of Q2 2026.
Symphony Financial bought 232 CrowdStrike shares in Q2 2026, an estimated $33K.
CrowdStrike made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #140 holding.
Symphony Financial first reported a position in CrowdStrike in Q3 2023 and has held it in 12 quarters since.
Symphony Financial's CrowdStrike position peaked at $2.05M in Q2 2025.
2,076 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.