PWPS
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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's CRWD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its CrowdStrike (CRWD) stake by 6.8% in Q1 2026, buying an estimated $16.5K and bringing the position to 2,448 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #413.

Pinnacle Wealth Planning Services first reported a position in CRWD in Q4 2020 and has held it in 5 quarters since. The position peaked at $288K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,448 shares of CrowdStrike worth $239K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 156 CrowdStrike shares in Q1 2026, an estimated $16.5K.
  • CrowdStrike made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #413 holding.
  • Pinnacle Wealth Planning Services first reported a position in CrowdStrike in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's CrowdStrike position peaked at $288K in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.