Stonebridge Financial Planning Group’s CrowdStrike CRWD Stock Holding History

Stonebridge Financial Planning Group’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	$267K	Buy	+1,400	New	+$199K	0.09%	158
2022 Q4	–	Sell	-5,500	Closed	-$227K	–	124
2022 Q3	$227K	Hold	5,500	–	–	0.16%	110
2022 Q2	$232K	Hold	5,500	–	–	0.16%	104
2022 Q1	$312K	Sell	5,500 -200	-4%	-$9.32K	0.17%	88
2021 Q4	$241K	Hold	5,700	–	–	0.13%	109
2021 Q3	$386K	Buy	5,700 +820	+17%	+$52.9K	0.19%	91
2021 Q2	$319K	Buy	4,880 +360	+8%	+$19.4K	0.17%	94
2021 Q1	$231K	Hold	4,520	–	–	0.13%	100
2020 Q4	$239K	Buy	4,520 +1,200	+36%	+$46.8K	0.15%	93
2020 Q3	$121K	Buy	3,320 +2,920	+730%	+$85.1K	0.09%	120
2020 Q2	$11K	Buy	+400	New	+$8.02K	0.01%	301

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stonebridge Financial Planning Group's CRWD Position: Q2 2026 in Review

Stonebridge Financial Planning Group opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,400 shares worth $267K. The stake represents 0.09% of the portfolio and ranks #158 among its holdings. This is a return to the name: Stonebridge Financial Planning Group previously reported a position in CRWD as recently as Q3 2022.

Stonebridge Financial Planning Group first reported a position in CRWD in Q2 2020 and has held it in 11 quarters since. The position peaked at $386K in Q3 2021. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Stonebridge Financial Planning Group held 1,400 shares of CrowdStrike worth $267K as of Q2 2026.
CrowdStrike was a new Stonebridge Financial Planning Group position in Q2 2026.
CrowdStrike made up 0.09% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #158 holding.
Stonebridge Financial Planning Group first reported a position in CrowdStrike in Q2 2020 and has held it in 11 quarters since.
Stonebridge Financial Planning Group's CrowdStrike position peaked at $386K in Q3 2021.
2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.