Asset Planning Inc’s CrowdStrike CRWD Stock Holding History

Asset Planning Inc’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	$76.3K	Hold	400	–	–	0.05%	129
2026 Q1	$39K	Buy	400 +200	+100%	+$21.2K	0.03%	166
2025 Q4	$23.4K	Hold	200	–	–	0.02%	194
2025 Q3	$24.5K	Buy	+200	New	+$22.7K	0.02%	198

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Asset Planning Inc's CRWD Position: Q2 2026 in Review

Asset Planning Inc held its CrowdStrike (CRWD) position steady in Q2 2026 at 400 shares worth $76.3K. The position accounts for 0.05% of the portfolio, ranked #129.

Asset Planning Inc first reported a position in CRWD in Q3 2025 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Asset Planning Inc held 400 shares of CrowdStrike worth $76.3K as of Q2 2026.
Asset Planning Inc left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up 0.05% of Asset Planning Inc's portfolio in Q2 2026, its #129 holding.
Asset Planning Inc first reported a position in CrowdStrike in Q3 2025 and has held it in 4 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.