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Avantax Planning Partners’s CrowdStrike CRWD Stock Holding History

Avantax Planning Partners’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 		$1.85M Buy
9,708
+176
+2% +$25K 0.05% 151
2026
Q1 		$930K Buy
9,532
+832
+10% +$88.2K 0.03% 204
2025
Q4 		$1.02M Buy
8,700
+808
+10% +$103K 0.03% 193
2025
Q3 		$967K Buy
+7,892
New +$897K 0.03% 196

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

Avantax Planning Partners's CRWD Position: Q2 2026 in Review

Avantax Planning Partners increased its CrowdStrike (CRWD) stake by 1.8% in Q2 2026, buying an estimated $25K and bringing the position to 9,708 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #151.

Avantax Planning Partners 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.

  • Avantax Planning Partners held 9,708 shares of CrowdStrike worth $1.85M as of Q2 2026.
  • Avantax Planning Partners bought 176 CrowdStrike shares in Q2 2026, an estimated $25K.
  • CrowdStrike made up 0.05% of Avantax Planning Partners's portfolio in Q2 2026, its #151 holding.
  • Avantax Planning Partners 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 Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.