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PDS Planning’s CrowdStrike CRWD Stock Holding History

PDS 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
Q2 		$1.88M Buy
9,836
+524
+6% +$74.4K 0.11% 95
2026
Q1 		$909K Buy
9,312
+548
+6% +$58.1K 0.06% 154
2025
Q4 		$1.03M Sell
8,764
-240
-3% -$30.6K 0.07% 138
2025
Q3 		$1.1M Sell
9,004
-800
-8% -$91K 0.08% 124
2025
Q2 		$1.25M Buy
9,804
+712
+8% +$77.2K 0.09% 99
2025
Q1 		$801K Buy
9,092
+764
+9% +$72.8K 0.07% 135
2024
Q4 		$712K Buy
8,328
+252
+3% +$20.9K 0.06% 134
2024
Q3 		$566K Buy
8,076
+2,984
+59% +$212K 0.05% 169
2024
Q2 		$488K Buy
5,092
+828
+19% +$68.8K 0.05% 176
2024
Q1 		$342K Buy
4,264
+772
+22% +$59.1K 0.04% 227
2023
Q4 		$223K Buy
+3,492
New +$183K 0.03% 304

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PDS Planning's CRWD Position: Q2 2026 in Review

PDS Planning increased its CrowdStrike (CRWD) stake by 5.6% in Q2 2026, buying an estimated $74.4K and bringing the position to 9,836 shares worth $1.88M. The position accounts for 0.11% of the portfolio, ranked #95.

PDS Planning first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • PDS Planning held 9,836 shares of CrowdStrike worth $1.88M as of Q2 2026.
  • PDS Planning bought 524 CrowdStrike shares in Q2 2026, an estimated $74.4K.
  • CrowdStrike made up 0.11% of PDS Planning's portfolio in Q2 2026, its #95 holding.
  • PDS Planning first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.