Synergy Asset Management’s CrowdStrike CRWD Stock Holding History

Synergy Asset Management’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	-1,792	Closed	-$210K	–	263
2025 Q4	$210K	Buy	+1,792	New	+$228K	0.02%	213

Other funds holding CRWD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Synergy Asset Management's CRWD Position: Q1 2026 in Review

Synergy Asset Management sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 1,792 shares — an estimated $210K sold.

Synergy Asset Management first reported a position in CRWD in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,092 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Synergy Asset Management reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
Synergy Asset Management sold 1,792 CrowdStrike shares in Q1 2026, an estimated $210K.
Synergy Asset Management first reported a position in CrowdStrike in Q4 2025 and held it in 1 quarter.
Synergy Asset Management's CrowdStrike position peaked at $210K in Q4 2025.
2,092 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.