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Planning Strategies’s CrowdStrike CRWD Stock Holding History

Planning Strategies’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 		$18.3K Buy
+96
New +$13.6K 0.01% 257

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Planning Strategies's CRWD Position: Q2 2026 in Review

Planning Strategies opened a new position in CrowdStrike (CRWD) in Q2 2026: 96 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings.

2,338 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Planning Strategies held 96 shares of CrowdStrike worth $18.3K as of Q2 2026.
  • CrowdStrike was a new Planning Strategies position in Q2 2026.
  • CrowdStrike made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #257 holding.
  • 2,338 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.