FP
CRWD icon

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
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

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

Fiduciary Planning's CRWD Position: Q1 2026 in Review

Fiduciary Planning increased its CrowdStrike (CRWD) stake by 33% in Q1 2026, buying an estimated $84.8K and bringing the position to 3,204 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #57.

Fiduciary Planning first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $327K in Q2 2025. 2,074 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Fiduciary Planning held 3,204 shares of CrowdStrike worth $313K as of Q1 2026.
  • Fiduciary Planning bought 800 CrowdStrike shares in Q1 2026, an estimated $84.8K.
  • CrowdStrike made up 0.09% of Fiduciary Planning's portfolio in Q1 2026, its #57 holding.
  • Fiduciary Planning first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Planning's CrowdStrike position peaked at $327K in Q2 2025.
  • 2,074 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.