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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
Q2 		$5.04M Sell
26,432
-4,912
-16% -$698K 2.39% 10
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 $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

RCS Financial Planning's CRWD Position: Q2 2026 in Review

RCS Financial Planning reduced its CrowdStrike (CRWD) stake by 16% in Q2 2026, selling an estimated $698K and leaving 26,432 shares worth $5.04M. The position accounts for 2.39% of the portfolio, ranked #10.

RCS Financial Planning first reported a position in CRWD in Q3 2025 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • RCS Financial Planning held 26,432 shares of CrowdStrike worth $5.04M as of Q2 2026.
  • RCS Financial Planning sold 4,912 CrowdStrike shares in Q2 2026, an estimated $698K.
  • CrowdStrike made up 2.39% of RCS Financial Planning's portfolio in Q2 2026, its #10 holding.
  • RCS Financial Planning first reported a position in CrowdStrike in Q3 2025 and has held it in 4 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.