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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
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 $6.73T 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

Pinnacle Wealth Planning Services's CRWD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CrowdStrike (CRWD) stake by 7.7% in Q2 2026, buying an estimated $26.7K and bringing the position to 2,636 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #226.

Pinnacle Wealth Planning Services first reported a position in CRWD in Q4 2020 and has held it in 6 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,636 shares of CrowdStrike worth $503K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 188 CrowdStrike shares in Q2 2026, an estimated $26.7K.
  • CrowdStrike made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #226 holding.
  • Pinnacle Wealth Planning Services first reported a position in CrowdStrike in Q4 2020 and has held it in 6 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.