Cornerstone Planning Group’s CrowdStrike CRWD Stock Holding History

Cornerstone Planning 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 Q2	$121K	Buy	2,568 +2,004	+355%	+$285K	0.02%	218
2026 Q1	$67.2K	Buy	564 +148	+36%	+$15.7K	0.01%	328
2025 Q4	$48.8K	Buy	416 +152	+58%	+$19.4K	0.01%	355
2025 Q3	$35.6K	Buy	264 +12	+5%	+$1.36K	0.01%	421
2025 Q2	$27.8K	Buy	252 +4	+2%	+$434	0.01%	353
2025 Q1	$23.9K	Buy	248 +32	+15%	+$3.05K	0.01%	373
2024 Q4	$20.2K	Buy	216 +20	+10%	+$1.66K	0.01%	307
2024 Q3	$15.2K	Buy	196 +32	+20%	+$2.27K	﹤0.01%	348
2024 Q2	$9.11K	Buy	164 +48	+41%	+$3.99K	﹤0.01%	459
2024 Q1	$9K	Sell	116 -256	-69%	-$19.6K	﹤0.01%	426
2023 Q4	$23.7K	Buy	372 +168	+82%	+$8.8K	0.01%	293
2023 Q3	$8.54K	Buy	204 +20	+11%	+$777	﹤0.01%	458
2023 Q2	$6.76K	Buy	+184	New	+$6.41K	﹤0.01%	788
2022 Q4	$4.59K	Buy	+184	New	+$6.3K	﹤0.01%	937

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's CRWD Position: Q2 2026 in Review

Cornerstone Planning Group increased its CrowdStrike (CRWD) stake by 355% in Q2 2026, buying an estimated $285K and bringing the position to 2,568 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #218.

Cornerstone Planning Group first reported a position in CRWD in Q4 2022 and has held it in 14 quarters since. 1,529 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Cornerstone Planning Group held 2,568 shares of CrowdStrike worth $121K as of Q2 2026.
Cornerstone Planning Group bought 2,004 CrowdStrike shares in Q2 2026, an estimated $285K.
CrowdStrike made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #218 holding.
Cornerstone Planning Group first reported a position in CrowdStrike in Q4 2022 and has held it in 14 quarters since.
1,529 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.