Phillips Financial Management’s CrowdStrike CRWD Stock Holding History

Phillips Financial Management’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	$230K	Buy	+1,208	New	+$172K	0.02%	189

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

Phillips Financial Management's CRWD Position: Q2 2026 in Review

Phillips Financial Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,208 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings.

2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Phillips Financial Management held 1,208 shares of CrowdStrike worth $230K as of Q2 2026.
CrowdStrike was a new Phillips Financial Management position in Q2 2026.
CrowdStrike made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #189 holding.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.