OFC Financial Planning
CRWD icon

OFC Financial Planning’s CrowdStrike CRWD Stock Holding History

OFC 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
Q3 		$222K Buy
+840
New +$178K 0.19% 53

Other funds holding CRWD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

OFC Financial Planning's CRWD Position: Q3 2026 in Review

OFC Financial Planning opened a new position in CrowdStrike (CRWD) in Q3 2026: 840 shares worth $222K. The stake represents 0.19% of the portfolio and ranks #53 among its holdings.

2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • OFC Financial Planning held 840 shares of CrowdStrike worth $222K as of Q3 2026.
  • CrowdStrike was a new OFC Financial Planning position in Q3 2026.
  • CrowdStrike made up 0.19% of OFC Financial Planning's portfolio in Q3 2026, its #53 holding.
  • 2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.