FP
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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
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

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

Fiduciary Planning's CRWD Position: Q2 2026 in Review

Fiduciary Planning reduced its CrowdStrike (CRWD) stake by 11% in Q2 2026, selling an estimated $49.4K and leaving 2,856 shares worth $545K. The position accounts for 0.14% of the portfolio, ranked #51.

Fiduciary Planning first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Fiduciary Planning held 2,856 shares of CrowdStrike worth $545K as of Q2 2026.
  • Fiduciary Planning sold 348 CrowdStrike shares in Q2 2026, an estimated $49.4K.
  • CrowdStrike made up 0.14% of Fiduciary Planning's portfolio in Q2 2026, its #51 holding.
  • Fiduciary Planning first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.