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Root Financial Partners’s CrowdStrike CRWD Stock Holding History

Root Financial Partners’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 		$169K Sell
1,732
-468
-21% -$49.6K 0.01% 373
2025
Q4 		$258K Buy
2,200
+152
+7% +$19.4K 0.01% 250
2025
Q3 		$251K Buy
2,048
+296
+17% +$33.7K 0.02% 238
2025
Q2 		$223K Sell
1,752
-1,576
-47% -$171K 0.02% 231
2025
Q1 		$293K Buy
+3,328
New +$317K 0.03% 158

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

Root Financial Partners's CRWD Position: Q1 2026 in Review

Root Financial Partners reduced its CrowdStrike (CRWD) stake by 21% in Q1 2026, selling an estimated $49.6K and leaving 1,732 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #373.

Root Financial Partners first reported a position in CRWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $293K in Q1 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Root Financial Partners held 1,732 shares of CrowdStrike worth $169K as of Q1 2026.
  • Root Financial Partners sold 468 CrowdStrike shares in Q1 2026, an estimated $49.6K.
  • CrowdStrike made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #373 holding.
  • Root Financial Partners first reported a position in CrowdStrike in Q1 2025 and has held it in 5 quarters since.
  • Root Financial Partners's CrowdStrike position peaked at $293K in Q1 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.