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Plante Moran Financial Advisors’s CrowdStrike CRWD Stock Holding History

Plante Moran Financial Advisors’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 		$342K Buy
1,792
+832
+87% +$118K 0.02% 120
2026
Q1 		$93.7K Buy
960
+468
+95% +$49.6K 0.01% 230
2025
Q4 		$57.7K Buy
492
+28
+6% +$3.56K ﹤0.01% 305
2025
Q3 		$56.9K Buy
464
+4
+0.9% +$455 ﹤0.01% 315
2025
Q2 		$58.6K Sell
460
-200
-30% -$21.7K ﹤0.01% 312
2025
Q1 		$58.2K Buy
660
+200
+43% +$19.1K 0.01% 315
2024
Q4 		$39.3K Hold
460
– – ﹤0.01% 388
2024
Q3 		$32.3K Sell
460
-104
-18% -$7.39K ﹤0.01% 452
2024
Q2 		$54K Hold
564
– – 0.01% 326
2024
Q1 		$45.2K Sell
564
-36
-6% -$2.76K ﹤0.01% 364
2023
Q4 		$38.3K Buy
600
+140
+30% +$7.33K ﹤0.01% 355
2023
Q3 		$19.2K Sell
460
-32
-7% -$1.24K ﹤0.01% 440
2023
Q2 		$18.1K Buy
492
+32
+7% +$1.11K ﹤0.01% 465
2023
Q1 		$15.8K Buy
460
+160
+53% +$4.63K ﹤0.01% 496
2022
Q4 		$7.9K Sell
300
-4,000
-93% -$137K ﹤0.01% 609
2022
Q3 		$177K Hold
4,300
– – 0.03% 154
2022
Q2 		$181K Sell
4,300
-100
-2% -$4.53K 0.03% 160
2022
Q1 		$250K Sell
4,400
-2,736
-38% -$127K 0.05% 138
2021
Q4 		$365K Buy
7,136
+836
+13% +$50.9K 0.06% 118
2021
Q3 		$387K Hold
6,300
– – 0.09% 117
2021
Q2 		$396K Sell
6,300
-280
-4% -$15.1K 0.1% 100
2021
Q1 		$300K Sell
6,580
-2,000
-23% -$106K 0.08% 128
2020
Q4 		$454K Buy
8,580
+8,280
+2,760% +$323K 0.14% 87
2020
Q3 		$10K Buy
+300
New +$8.74K ﹤0.01% 604

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Plante Moran Financial Advisors's CRWD Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its CrowdStrike (CRWD) stake by 87% in Q2 2026, buying an estimated $118K and bringing the position to 1,792 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #120.

Plante Moran Financial Advisors first reported a position in CRWD in Q3 2020 and has held it in 24 quarters since. The position peaked at $454K in Q4 2020. 1,518 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Plante Moran Financial Advisors held 1,792 shares of CrowdStrike worth $342K as of Q2 2026.
  • Plante Moran Financial Advisors bought 832 CrowdStrike shares in Q2 2026, an estimated $118K.
  • CrowdStrike made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • Plante Moran Financial Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 24 quarters since.
  • Plante Moran Financial Advisors's CrowdStrike position peaked at $454K in Q4 2020.
  • 1,518 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.