Strategic Wealth Partners’s CrowdStrike CRWD Stock Holding History

Strategic Wealth 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	$520K	Buy	5,324 +632	+13%	+$67K	0.04%	193
2025 Q4	$550K	Buy	4,692 +208	+5%	+$26.5K	0.04%	191
2025 Q3	$550K	Sell	4,484 -644	-13%	-$73.2K	0.04%	218
2025 Q2	$653K	Buy	+5,128	New	+$556K	0.05%	184
2024 Q4	$768K	Sell	6,772 -644	-9%	-$53.5K	0.06%	168
2024 Q3	$520K	Buy	7,416 +892	+14%	+$63.4K	0.05%	204
2024 Q2	$625K	Sell	6,524 -668	-9%	-$55.5K	0.07%	174
2024 Q1	$576K	Sell	7,192 -1,932	-21%	-$148K	0.06%	181
2023 Q4	$582K	Sell	9,124 -1,580	-15%	-$82.7K	0.07%	169
2023 Q3	$448K	Buy	10,704 +128	+1%	+$4.97K	0.06%	212
2023 Q2	$388K	Buy	+10,576	New	+$368K	0.05%	222

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

Strategic Wealth Partners's CRWD Position: Q1 2026 in Review

Strategic Wealth Partners increased its CrowdStrike (CRWD) stake by 13% in Q1 2026, buying an estimated $67K and bringing the position to 5,324 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #193.

Strategic Wealth Partners first reported a position in CRWD in Q2 2023 and has held it in 11 quarters since. The position peaked at $768K in Q4 2024. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Strategic Wealth Partners held 5,324 shares of CrowdStrike worth $520K as of Q1 2026.
Strategic Wealth Partners bought 632 CrowdStrike shares in Q1 2026, an estimated $67K.
CrowdStrike made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #193 holding.
Strategic Wealth Partners first reported a position in CrowdStrike in Q2 2023 and has held it in 11 quarters since.
Strategic Wealth Partners's CrowdStrike position peaked at $768K in Q4 2024.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.