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SHP Wealth Management’s CrowdStrike CRWD Stock Holding History

SHP 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 		$405K Sell
4,144
-36
-0.9% -$3.81K 0.03% 174
2025
Q4 		$490K Buy
+4,180
New +$532K 0.04% 155

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SHP Wealth Management reduced its CrowdStrike (CRWD) stake by 0.86% in Q1 2026, selling an estimated $3.81K and leaving 4,144 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #174.

SHP Wealth Management first reported a position in CRWD in Q4 2025 and has held it in 2 quarters since. The position peaked at $490K in Q4 2025. 2,080 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • SHP Wealth Management held 4,144 shares of CrowdStrike worth $405K as of Q1 2026.
  • SHP Wealth Management sold 36 CrowdStrike shares in Q1 2026, an estimated $3.81K.
  • CrowdStrike made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #174 holding.
  • SHP Wealth Management first reported a position in CrowdStrike in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's CrowdStrike position peaked at $490K in Q4 2025.
  • 2,080 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.