Pinnacle Wealth Planning Services
CRWD icon

Pinnacle Wealth Planning Services’s CrowdStrike CRWD Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$702K Buy
2,650
+14
+0.5% +$2.97K 0.07% 172
2026
Q2 		$503K Buy
2,636
+188
+8% +$26.7K 0.05% 226
2026
Q1 		$239K Buy
2,448
+156
+7% +$16.5K 0.02% 413
2025
Q4 		$269K Buy
2,292
+24
+1% +$3.06K 0.03% 361
2025
Q3 		$278K Buy
2,268
+8
+0.4% +$910 0.03% 344
2025
Q2 		$288K Buy
+2,260
New +$245K 0.04% 309
2021
Q1 		– Sell
-100
Closed -$5K – 715
2020
Q4 		$5K Buy
+100
New +$3.9K ﹤0.01% 1642

Other funds holding CRWD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's CRWD Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its CrowdStrike (CRWD) stake by 0.53% in Q3 2026, buying an estimated $2.97K and bringing the position to 2,650 shares worth $702K. The position accounts for 0.07% of the portfolio, ranked #172.

Pinnacle Wealth Planning Services first reported a position in CRWD in Q4 2020 and has held it in 7 quarters since. 2,391 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,650 shares of CrowdStrike worth $702K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 14 CrowdStrike shares in Q3 2026, an estimated $2.97K.
  • CrowdStrike made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #172 holding.
  • Pinnacle Wealth Planning Services first reported a position in CrowdStrike in Q4 2020 and has held it in 7 quarters since.
  • 2,391 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.