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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
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 $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

PDS Planning's CRWD Position: Q1 2026 in Review

PDS Planning increased its CrowdStrike (CRWD) stake by 6.3% in Q1 2026, buying an estimated $58.1K and bringing the position to 9,312 shares worth $909K. The position accounts for 0.06% of the portfolio, ranked #154.

PDS Planning first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • PDS Planning held 9,312 shares of CrowdStrike worth $909K as of Q1 2026.
  • PDS Planning bought 548 CrowdStrike shares in Q1 2026, an estimated $58.1K.
  • CrowdStrike made up 0.06% of PDS Planning's portfolio in Q1 2026, its #154 holding.
  • PDS Planning first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
  • PDS Planning's CrowdStrike position peaked at $1.25M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.