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Fiduciary Planning’s CrowdStrike CRWD Stock Holding History

Fiduciary 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
Q3 		$756K Hold
2,856
– – 0.19% 47
2026
Q2 		$545K Sell
2,856
-348
-11% -$49.4K 0.14% 51
2026
Q1 		$313K Buy
3,204
+800
+33% +$84.8K 0.09% 57
2025
Q4 		$282K Sell
2,404
-200
-8% -$25.5K 0.09% 60
2025
Q3 		$319K Buy
2,604
+32
+1% +$3.64K 0.1% 62
2025
Q2 		$327K Buy
2,572
+68
+3% +$7.37K 0.11% 60
2025
Q1 		$221K Hold
2,504
– – 0.07% 73
2024
Q4 		$214K Buy
+2,504
New +$208K 0.07% 71

Other funds holding CRWD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fiduciary Planning's CRWD Position: Q3 2026 in Review

Fiduciary Planning held its CrowdStrike (CRWD) position steady in Q3 2026 at 2,856 shares worth $756K. The position accounts for 0.19% of the portfolio, ranked #47.

Fiduciary Planning first reported a position in CRWD in Q4 2024 and has held it in 8 quarters since. 1,342 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Fiduciary Planning held 2,856 shares of CrowdStrike worth $756K as of Q3 2026.
  • Fiduciary Planning left its CrowdStrike share count unchanged in Q3 2026.
  • CrowdStrike made up 0.19% of Fiduciary Planning's portfolio in Q3 2026, its #47 holding.
  • Fiduciary Planning first reported a position in CrowdStrike in Q4 2024 and has held it in 8 quarters since.
  • 1,342 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.