Center for Financial Planning’s CrowdStrike CRWD Stock Holding History

Center for Financial Planning’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	$134K	Sell	704 -392	-36%	-$55.7K	0.01%	210
2026 Q1	$107K	Hold	1,096	–	–	0.01%	225
2025 Q4	$128K	Hold	1,096	–	–	0.01%	202
2025 Q3	$134K	Hold	1,096	–	–	0.01%	200
2025 Q2	$140K	Buy	1,096 +440	+67%	+$47.7K	0.02%	187
2025 Q1	$57.8K	Sell	656 -12	-2%	-$1.14K	0.01%	264
2024 Q4	$57.1K	Buy	668 +12	+2%	+$998	0.01%	251
2024 Q3	$46K	Hold	656	–	–	0.01%	267
2024 Q2	$62.8K	Hold	656	–	–	0.01%	212
2024 Q1	$52.6K	Buy	656 +32	+5%	+$2.45K	0.01%	230
2023 Q4	$39.8K	Hold	624	–	–	0.01%	251
2023 Q3	$26.1K	Hold	624	–	–	0.01%	281
2023 Q2	$22.9K	Hold	624	–	–	﹤0.01%	309
2023 Q1	$21.4K	Hold	624	–	–	﹤0.01%	292
2022 Q4	$16.4K	Hold	624	–	–	﹤0.01%	304
2022 Q3	$26K	Hold	624	–	–	0.01%	269
2022 Q2	$26K	Buy	+624	New	+$28.3K	0.01%	270

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Center for Financial Planning's CRWD Position: Q2 2026 in Review

Center for Financial Planning reduced its CrowdStrike (CRWD) stake by 36% in Q2 2026, selling an estimated $55.7K and leaving 704 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #210.

Center for Financial Planning first reported a position in CRWD in Q2 2022 and has held it in 17 quarters since. The position peaked at $140K in Q2 2025. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Center for Financial Planning held 704 shares of CrowdStrike worth $134K as of Q2 2026.
Center for Financial Planning sold 392 CrowdStrike shares in Q2 2026, an estimated $55.7K.
CrowdStrike made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #210 holding.
Center for Financial Planning first reported a position in CrowdStrike in Q2 2022 and has held it in 17 quarters since.
Center for Financial Planning's CrowdStrike position peaked at $140K in Q2 2025.
750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.