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Retirement Planning Company of New England’s CrowdStrike CRWD Stock Holding History

Retirement Planning Company of New England’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 		$818K Buy
+4,288
New +$609K 0.29% 93
2022
Q1 		– Sell
-1,096
Closed -$56K – 351
2021
Q4 		$56K Buy
+1,096
New +$66.8K 0.03% 388

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Retirement Planning Company of New England's CRWD Position: Q2 2026 in Review

Retirement Planning Company of New England opened a new position in CrowdStrike (CRWD) in Q2 2026: 4,288 shares worth $818K. The stake represents 0.29% of the portfolio and ranks #93 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in CRWD as recently as Q4 2021.

Retirement Planning Company of New England first reported a position in CRWD in Q4 2021 and has held it in 2 quarters since. 1,650 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Retirement Planning Company of New England held 4,288 shares of CrowdStrike worth $818K as of Q2 2026.
  • CrowdStrike was a new Retirement Planning Company of New England position in Q2 2026.
  • CrowdStrike made up 0.29% of Retirement Planning Company of New England's portfolio in Q2 2026, its #93 holding.
  • Retirement Planning Company of New England first reported a position in CrowdStrike in Q4 2021 and has held it in 2 quarters since.
  • 1,650 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.