Mark Sheptoff Financial Planning’s CrowdStrike CRWD Stock Holding History

Mark Sheptoff Financial 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	$4.76K	Sell	40 -760	-95%	-$80.5K	﹤0.01%	442
2025 Q4	$93.8K	Hold	800	–	–	0.04%	148
2025 Q3	$98.1K	Hold	800	–	–	0.05%	141
2025 Q2	$102K	Hold	800	–	–	0.05%	125
2025 Q1	$70.5K	Hold	800	–	–	0.04%	146
2024 Q4	$68.4K	Sell	800 -800	-50%	-$66.5K	0.04%	152
2024 Q3	$112K	Buy	1,600 +796	+99%	+$56.5K	0.06%	116
2024 Q2	$77K	Hold	804	–	–	0.04%	155
2024 Q1	$64.4K	Hold	804	–	–	0.04%	157
2023 Q4	$51.3K	Hold	804	–	–	0.03%	160
2023 Q3	$33.6K	Hold	804	–	–	0.02%	175
2023 Q2	$29.5K	Hold	804	–	–	0.02%	198
2023 Q1	$27.6K	Hold	804	–	–	0.02%	192
2022 Q4	$21.2K	Hold	804	–	–	0.01%	216
2022 Q3	$33K	Hold	804	–	–	0.02%	170
2022 Q2	$34K	Sell	804 -1,200	-60%	-$54.3K	0.02%	180
2022 Q1	$114K	Sell	2,004 -4,200	-68%	-$196K	0.06%	127
2021 Q4	$318K	Buy	6,204 +400	+7%	+$24.4K	0.15%	80
2021 Q3	$357K	Buy	5,804 +200	+4%	+$12.9K	0.2%	76
2021 Q2	$352K	Sell	5,604 -5,800	-51%	-$312K	0.19%	74
2021 Q1	$520K	Buy	11,404 +2,400	+27%	+$127K	0.3%	60
2020 Q4	$477K	Buy	9,004 +1,000	+12%	+$39K	0.27%	61
2020 Q3	$275K	Buy	8,004 +8,000	+200,000%	+$233K	0.17%	75
2020 Q2	$0	Buy	+4	New	+$80	﹤0.01%	360

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRWD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its CrowdStrike (CRWD) stake by 95% in Q1 2026, selling an estimated $80.5K and leaving 40 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Mark Sheptoff Financial Planning first reported a position in CRWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $520K in Q1 2021. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Mark Sheptoff Financial Planning held 40 shares of CrowdStrike worth $4.76K as of Q1 2026.
Mark Sheptoff Financial Planning sold 760 CrowdStrike shares in Q1 2026, an estimated $80.5K.
CrowdStrike made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #442 holding.
Mark Sheptoff Financial Planning first reported a position in CrowdStrike in Q2 2020 and has held it in 24 quarters since.
Mark Sheptoff Financial Planning's CrowdStrike position peaked at $520K in Q1 2021.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.