RKL Wealth Management’s CrowdStrike CRWD Stock Holding History

RKL Wealth Management’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	$2.86M	Sell	29,292 -3,564	-11%	-$378K	0.26%	54
2025 Q4	$3.85M	Buy	32,856 +1,224	+4%	+$156K	0.32%	43
2025 Q3	$3.88M	Sell	31,632 -1,004	-3%	-$114K	0.33%	42
2025 Q2	$4.16M	Sell	32,636 -1,448	-4%	-$157K	0.37%	39
2025 Q1	$3M	Buy	34,084 +476	+1%	+$45.3K	0.28%	52
2024 Q4	$2.87M	Buy	33,608 +844	+3%	+$70.2K	0.26%	54
2024 Q3	$2.3M	Buy	+32,764	New	+$2.33M	0.21%	59

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RKL Wealth Management's CRWD Position: Q1 2026 in Review

RKL Wealth Management reduced its CrowdStrike (CRWD) stake by 11% in Q1 2026, selling an estimated $378K and leaving 29,292 shares worth $2.86M. The position accounts for 0.26% of the portfolio, ranked #54.

RKL Wealth Management first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.16M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

RKL Wealth Management held 29,292 shares of CrowdStrike worth $2.86M as of Q1 2026.
RKL Wealth Management sold 3,564 CrowdStrike shares in Q1 2026, an estimated $378K.
CrowdStrike made up 0.26% of RKL Wealth Management's portfolio in Q1 2026, its #54 holding.
RKL Wealth Management first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
RKL Wealth Management's CrowdStrike position peaked at $4.16M in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.