Investment Planning Advisors’s CrowdStrike CRWD Stock Holding History

Investment Planning Advisors’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	$401K	Buy	+2,104	New	+$299K	0.09%	82

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Investment Planning Advisors's CRWD Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in CrowdStrike (CRWD) in Q2 2026: 2,104 shares worth $401K. The stake represents 0.09% of the portfolio and ranks #82 among its holdings.

667 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Investment Planning Advisors held 2,104 shares of CrowdStrike worth $401K as of Q2 2026.
CrowdStrike was a new Investment Planning Advisors position in Q2 2026.
CrowdStrike made up 0.09% of Investment Planning Advisors's portfolio in Q2 2026, its #82 holding.
667 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.