Creative Planning
CRWD icon

Creative Planning’s CrowdStrike CRWD Stock Holding History

Creative 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
Q1 		$73.6M Buy
753,800
+83,272
+12% +$8.82M 0.05% 161
2025
Q4 		$78.6M Buy
670,528
+45,524
+7% +$5.8M 0.06% 145
2025
Q3 		$76.6M Sell
625,004
-67,772
-10% -$7.71M 0.06% 136
2025
Q2 		$88.2M Buy
692,776
+69,696
+11% +$7.55M 0.08% 109
2025
Q1 		$54.9M Buy
623,080
+16,104
+3% +$1.53M 0.05% 144
2024
Q4 		$51.9M Sell
606,976
-86,420
-12% -$7.18M 0.05% 142
2024
Q3 		$48.6M Buy
693,396
+58,436
+9% +$4.15M 0.05% 145
2024
Q2 		$60.8M Buy
634,960
+30,172
+5% +$2.51M 0.06% 115
2024
Q1 		$48.5M Sell
604,788
-27,976
-4% -$2.14M 0.05% 133
2023
Q4 		$40.4M Buy
632,764
+53,264
+9% +$2.79M 0.07% 150
2023
Q3 		$24.2M Sell
579,500
-42,596
-7% -$1.66M 0.03% 210
2023
Q2 		$22.8M Buy
622,096
+41,396
+7% +$1.44M 0.03% 199
2023
Q1 		$19.9M Sell
580,700
-223,968
-28% -$6.48M 0.03% 216
2022
Q4 		$21.2M Buy
804,668
+53,772
+7% +$1.84M 0.03% 208
2022
Q3 		$30.9M Buy
750,896
+177,672
+31% +$8.13M 0.05% 134
2022
Q2 		$24.2M Buy
573,224
+239,464
+72% +$10.8M 0.04% 176
2022
Q1 		$18.9M Buy
333,760
+27,824
+9% +$1.3M 0.03% 212
2021
Q4 		$15.7M Sell
305,936
-41,864
-12% -$2.55M 0.03% 215
2021
Q3 		$21.4M Buy
347,800
+4,960
+1% +$320K 0.04% 170
2021
Q2 		$21.5M Sell
342,840
-48,280
-12% -$2.6M 0.04% 167
2021
Q1 		$17.8M Sell
391,120
-444,960
-53% -$23.5M 0.04% 189
2020
Q4 		$44.3M Buy
836,080
+390,492
+88% +$15.2M 0.1% 89
2020
Q3 		$15.3M Buy
445,588
+23,772
+6% +$693K 0.04% 167
2020
Q2 		$10.6M Sell
421,816
-351,500
-45% -$7.05M 0.03% 187
2020
Q1 		$10.8M Buy
773,316
+100,184
+15% +$1.41M 0.04% 162
2019
Q4 		$8.39M Buy
+673,132
New +$8.83M 0.03% 223

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's CRWD Position: Q1 2026 in Review

Creative Planning increased its CrowdStrike (CRWD) stake by 12% in Q1 2026, buying an estimated $8.82M and bringing the position to 753,800 shares worth $73.6M. The position accounts for 0.05% of the portfolio, ranked #161.

Creative Planning first reported a position in CRWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $88.2M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Creative Planning held 753,800 shares of CrowdStrike worth $73.6M as of Q1 2026.
  • Creative Planning bought 83,272 CrowdStrike shares in Q1 2026, an estimated $8.82M.
  • CrowdStrike made up 0.05% of Creative Planning's portfolio in Q1 2026, its #161 holding.
  • Creative Planning first reported a position in CrowdStrike in Q4 2019 and has held it in 26 quarters since.
  • Creative Planning's CrowdStrike position peaked at $88.2M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.