PCS
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Personal CFO Solutions’s CrowdStrike CRWD Stock Holding History

Personal CFO Solutions’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 		$1.24M Sell
6,500
-728
-10% -$103K 0.18% 98
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

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

Personal CFO Solutions's CRWD Position: Q2 2026 in Review

Personal CFO Solutions reduced its CrowdStrike (CRWD) stake by 10% in Q2 2026, selling an estimated $103K and leaving 6,500 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #98.

Personal CFO Solutions first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,453 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Personal CFO Solutions held 6,500 shares of CrowdStrike worth $1.24M as of Q2 2026.
  • Personal CFO Solutions sold 728 CrowdStrike shares in Q2 2026, an estimated $103K.
  • CrowdStrike made up 0.18% of Personal CFO Solutions's portfolio in Q2 2026, its #98 holding.
  • Personal CFO Solutions first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,453 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.