Peak Retirement Planning’s CrowdStrike CRWD Stock Holding History

Peak Retirement 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	$202K	Buy	+1,060	New	+$151K	0.03%	181

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Peak Retirement Planning's CRWD Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,060 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings.

2,437 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Peak Retirement Planning held 1,060 shares of CrowdStrike worth $202K as of Q2 2026.
CrowdStrike was a new Peak Retirement Planning position in Q2 2026.
CrowdStrike made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #181 holding.
2,437 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.