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
2020 Q4	–	Sell	-2,000	Closed	-$2K	–	2369
2020 Q3	$2K	Buy	+2,000	New	+$58.3K	﹤0.01%	2088

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

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.