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
2023
Q1 		– Sell
-2,000
Closed -$2 – 2673
2022
Q4 		$2 Hold
2,000
– – ﹤0.01% 2485
2022
Q3 		$8K Buy
+2,000
New +$91.5K ﹤0.01% 2240
2021
Q2 		– Sell
-25,200
Closed -$259K – 2185
2021
Q1 		$259K Buy
25,200
+2,000
+9% +$106K ﹤0.01% 1892
2020
Q4 		$425K Sell
23,200
-18,400
-44% -$717K ﹤0.01% 1411
2020
Q3 		$147K Buy
41,600
+18,000
+76% +$524K ﹤0.01% 1761
2020
Q2 		$25K Buy
+23,600
New +$473K ﹤0.01% 1813

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

Creative Planning's CRWD Position: Q2 2026 in Review

Creative Planning reduced its CrowdStrike (CRWD) stake by 5.7% in Q2 2026, selling an estimated $6.14M and leaving 710,588 shares worth $136M. The position accounts for 0.08% of the portfolio, ranked #109.

Creative Planning first reported a position in CRWD in Q4 2019 and has held it in 27 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Creative Planning held 710,588 shares of CrowdStrike worth $136M as of Q2 2026.
  • Creative Planning sold 43,212 CrowdStrike shares in Q2 2026, an estimated $6.14M.
  • CrowdStrike made up 0.08% of Creative Planning's portfolio in Q2 2026, its #109 holding.
  • Creative Planning first reported a position in CrowdStrike in Q4 2019 and has held it in 27 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.