Next Level Wealth Planning
CRWD icon

Next Level Wealth Planning’s CrowdStrike CRWD Stock Holding History

Next Level Wealth 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
Q3 		$1.59K Buy
+6
New +$1.27K ﹤0.01% 473

Other funds holding CRWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Next Level Wealth Planning's CRWD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in CrowdStrike (CRWD) in Q3 2026: 6 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings.

1,610 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Next Level Wealth Planning held 6 shares of CrowdStrike worth $1.59K as of Q3 2026.
  • CrowdStrike was a new Next Level Wealth Planning position in Q3 2026.
  • CrowdStrike made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #473 holding.
  • 1,610 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.