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RCS Financial Planning’s CrowdStrike CRWD Stock Holding History

RCS Financial Planning’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 		$3.06M Sell
31,344
-552
-2% -$58.5K 1.59% 13
2025
Q4 		$3.74M Hold
31,896
– – 1.61% 21
2025
Q3 		$3.91M Buy
+31,896
New +$3.63M 1.73% 18

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

RCS Financial Planning's CRWD Position: Q1 2026 in Review

RCS Financial Planning reduced its CrowdStrike (CRWD) stake by 1.7% in Q1 2026, selling an estimated $58.5K and leaving 31,344 shares worth $3.06M. The position accounts for 1.59% of the portfolio, ranked #13.

RCS Financial Planning first reported a position in CRWD in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.91M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • RCS Financial Planning held 31,344 shares of CrowdStrike worth $3.06M as of Q1 2026.
  • RCS Financial Planning sold 552 CrowdStrike shares in Q1 2026, an estimated $58.5K.
  • CrowdStrike made up 1.59% of RCS Financial Planning's portfolio in Q1 2026, its #13 holding.
  • RCS Financial Planning first reported a position in CrowdStrike in Q3 2025 and has held it in 3 quarters since.
  • RCS Financial Planning's CrowdStrike position peaked at $3.91M in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.