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Comprehensive Financial Planning’s CrowdStrike CRWD Stock Holding History

Comprehensive 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 		$3.44M Buy
18,008
+152
+0.9% +$21.6K 1.83% 11
2026
Q1 		$1.74M Buy
17,856
+100
+0.6% +$10.6K 1.21% 25
2025
Q4 		$2.08M Hold
17,756
– – 1.38% 21
2025
Q3 		$2.18M Buy
17,756
+92
+0.5% +$10.5K 1.49% 17
2025
Q2 		$2.25M Buy
17,664
+928
+6% +$101K 1.77% 13
2025
Q1 		$1.48M Buy
16,736
+2,684
+19% +$256K 1.43% 21
2024
Q4 		$1.2M Buy
+14,052
New +$1.17M 1.02% 25

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

Comprehensive Financial Planning's CRWD Position: Q2 2026 in Review

Comprehensive Financial Planning increased its CrowdStrike (CRWD) stake by 0.85% in Q2 2026, buying an estimated $21.6K and bringing the position to 18,008 shares worth $3.44M. The position accounts for 1.83% of the portfolio, ranked #11.

Comprehensive Financial Planning first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,451 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Comprehensive Financial Planning held 18,008 shares of CrowdStrike worth $3.44M as of Q2 2026.
  • Comprehensive Financial Planning bought 152 CrowdStrike shares in Q2 2026, an estimated $21.6K.
  • CrowdStrike made up 1.83% of Comprehensive Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Comprehensive Financial Planning first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,451 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.