Cornerstone Planning’s CrowdStrike CRWD Stock Holding History

Cornerstone 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	$1.04M	Hold	5,436	–	–	0.24%	91
2026 Q1	$531K	Sell	5,436 -472	-8%	-$50K	0.12%	110
2025 Q4	$692K	Buy	+5,908	New	+$752K	0.16%	96

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

Cornerstone Planning's CRWD Position: Q2 2026 in Review

Cornerstone Planning held its CrowdStrike (CRWD) position steady in Q2 2026 at 5,436 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #91.

Cornerstone Planning first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. 2,437 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Cornerstone Planning held 5,436 shares of CrowdStrike worth $1.04M as of Q2 2026.
Cornerstone Planning left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up 0.24% of Cornerstone Planning's portfolio in Q2 2026, its #91 holding.
Cornerstone Planning first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
2,437 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.