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Synergy Financial Group’s CrowdStrike CRWD Stock Holding History

Synergy Financial 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
Q1 		$1.51M Sell
15,480
-820
-5% -$86.9K 1.14% 22
2025
Q4 		$1.91M Sell
16,300
-600
-4% -$76.4K 1.34% 17
2025
Q3 		$2.07M Buy
16,900
+428
+3% +$48.7K 1.4% 16
2025
Q2 		$2.1M Sell
16,472
-636
-4% -$68.9K 1.54% 15
2025
Q1 		$1.51M Buy
17,108
+664
+4% +$63.3K 1.35% 18
2024
Q4 		$1.41M Buy
16,444
+644
+4% +$53.5K 1.17% 20
2024
Q3 		$1.11M Buy
15,800
+120
+0.8% +$8.52K 1.05% 21
2024
Q2 		$1.5M Sell
15,680
-820
-5% -$68.2K 1.57% 14
2024
Q1 		$1.32M Buy
16,500
+2,068
+14% +$158K 1.49% 15
2023
Q4 		$921K Sell
14,432
-120
-0.8% -$6.28K 1.13% 20
2023
Q3 		$609K Sell
14,552
-16
-0.1% -$622 0.85% 33
2023
Q2 		$535K Sell
14,568
-148
-1% -$5.16K 0.72% 35
2023
Q1 		$505K Sell
14,716
-2,312
-14% -$66.9K 0.82% 32
2022
Q4 		$448K Sell
17,028
-6,532
-28% -$224K 0.89% 32
2022
Q3 		$971K Buy
23,560
+1,436
+6% +$65.7K 1.46% 19
2022
Q2 		$932K Buy
22,124
+1,120
+5% +$50.7K 1.46% 18
2022
Q1 		$1.19M Buy
21,004
+3,584
+21% +$167K 1.25% 21
2021
Q4 		$892K Buy
+17,420
New +$1.06M 0.8% 34

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Financial Group's CRWD Position: Q1 2026 in Review

Synergy Financial Group reduced its CrowdStrike (CRWD) stake by 5% in Q1 2026, selling an estimated $86.9K and leaving 15,480 shares worth $1.51M. The position accounts for 1.14% of the portfolio, ranked #22.

Synergy Financial Group first reported a position in CRWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.1M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Synergy Financial Group held 15,480 shares of CrowdStrike worth $1.51M as of Q1 2026.
  • Synergy Financial Group sold 820 CrowdStrike shares in Q1 2026, an estimated $86.9K.
  • CrowdStrike made up 1.14% of Synergy Financial Group's portfolio in Q1 2026, its #22 holding.
  • Synergy Financial Group first reported a position in CrowdStrike in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's CrowdStrike position peaked at $2.1M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.