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LifeSteps Financial’s CrowdStrike CRWD Stock Holding History

LifeSteps Financial’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 		$244K Buy
+1,280
New +$182K 0.11% 90
2024
Q3 		– Sell
-2,324
Closed -$223K – 86
2024
Q2 		$223K Buy
2,324
+832
+56% +$69.2K 0.18% 73
2024
Q1 		$120K Buy
+1,492
New +$114K 0.09% 101

Other funds holding CRWD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
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

LifeSteps Financial's CRWD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,280 shares worth $244K. The stake represents 0.11% of the portfolio and ranks #90 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in CRWD as recently as Q2 2024.

LifeSteps Financial first reported a position in CRWD in Q1 2024 and has held it in 3 quarters since. 667 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • LifeSteps Financial held 1,280 shares of CrowdStrike worth $244K as of Q2 2026.
  • CrowdStrike was a new LifeSteps Financial position in Q2 2026.
  • CrowdStrike made up 0.11% of LifeSteps Financial's portfolio in Q2 2026, its #90 holding.
  • LifeSteps Financial first reported a position in CrowdStrike in Q1 2024 and has held it in 3 quarters since.
  • 667 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.