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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
Q2 		$435K Buy
2,280
+548
+32% +$77.9K 0.02% 217
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 $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

Root Financial Partners's CRWD Position: Q2 2026 in Review

Root Financial Partners increased its CrowdStrike (CRWD) stake by 32% in Q2 2026, buying an estimated $77.9K and bringing the position to 2,280 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #217.

Root Financial Partners first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Root Financial Partners held 2,280 shares of CrowdStrike worth $435K as of Q2 2026.
  • Root Financial Partners bought 548 CrowdStrike shares in Q2 2026, an estimated $77.9K.
  • CrowdStrike made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #217 holding.
  • Root Financial Partners first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.