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Palacios Wealth Management’s CrowdStrike CRWD Stock Holding History

Palacios Wealth Management’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 		$3.97M Buy
35,608
+2,876
+9% +$305K 2.48% 11
2025
Q4 		$3.84M Sell
32,732
-2,320
-7% -$295K 2.94% 8
2025
Q3 		$4.3M Buy
35,052
+1,592
+5% +$181K 2.83% 10
2025
Q2 		$4.26M Buy
33,460
+3,396
+11% +$368K 3.5% 7
2025
Q1 		$2.65M Buy
30,064
+788
+3% +$75.1K 1.97% 11
2024
Q4 		$2.62M Buy
+29,276
New +$2.43M 2.83% 9

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palacios Wealth Management's CRWD Position: Q1 2026 in Review

Palacios Wealth Management increased its CrowdStrike (CRWD) stake by 8.8% in Q1 2026, buying an estimated $305K and bringing the position to 35,608 shares worth $3.97M. The position accounts for 2.48% of the portfolio, ranked #11.

Palacios Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.3M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Palacios Wealth Management held 35,608 shares of CrowdStrike worth $3.97M as of Q1 2026.
  • Palacios Wealth Management bought 2,876 CrowdStrike shares in Q1 2026, an estimated $305K.
  • CrowdStrike made up 2.48% of Palacios Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Palacios Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's CrowdStrike position peaked at $4.3M in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.