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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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.