Personal CFO Solutions’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$705K Hold
7,228
0.1% 186
2025
Q4
$847K Buy
7,228
+1,532
+27% +$195K 0.13% 147
2025
Q3
$699K Sell
5,696
-220
-4% -$25K 0.12% 173
2025
Q2
$753K Buy
5,916
+92
+2% +$9.97K 0.14% 157
2025
Q1
$513K Buy
5,824
+164
+3% +$15.6K 0.1% 211
2024
Q4
$484K Sell
5,660
-144
-2% -$12K 0.1% 209
2024
Q3
$407K Buy
5,804
+604
+12% +$42.9K 0.06% 313
2024
Q2
$498K Buy
5,200
+1,060
+26% +$88.1K 0.08% 247
2024
Q1
$332K Sell
4,140
-132
-3% -$10.1K 0.05% 367
2023
Q4
$273K Buy
+4,272
New +$224K 0.05% 396

Other funds holding CRWD

Personal CFO Solutions's CRWD Position: Q1 2026 in Review

Personal CFO Solutions held its CrowdStrike (CRWD) position steady in Q1 2026 at 7,228 shares worth $705K. The position accounts for 0.1% of the portfolio, ranked #186.

Personal CFO Solutions first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $847K in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Personal CFO Solutions held 7,228 shares of CrowdStrike worth $705K as of Q1 2026.
  • Personal CFO Solutions left its CrowdStrike share count unchanged in Q1 2026.
  • CrowdStrike made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #186 holding.
  • Personal CFO Solutions first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
  • Personal CFO Solutions's CrowdStrike position peaked at $847K in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.