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Total Wealth Planning & Management’s CrowdStrike CRWD Stock Holding History

Total Wealth Planning & 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
Q2 		$714K Buy
3,744
+552
+17% +$78.4K 0.48% 64
2026
Q1 		$312K Buy
3,192
+120
+4% +$12.7K 0.23% 152
2025
Q4 		$360K Buy
+3,072
New +$391K 0.27% 128
2025
Q2 		$323K Sell
2,536
-568
-18% -$61.6K 0.26% 145
2025
Q1 		$274K Sell
3,104
-576
-16% -$54.9K 0.26% 145
2024
Q4 		$315K Buy
+3,680
New +$306K 0.29% 121

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

Total Wealth Planning & Management's CRWD Position: Q2 2026 in Review

Total Wealth Planning & Management increased its CrowdStrike (CRWD) stake by 17% in Q2 2026, buying an estimated $78.4K and bringing the position to 3,744 shares worth $714K. The position accounts for 0.48% of the portfolio, ranked #64.

Total Wealth Planning & Management first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Total Wealth Planning & Management held 3,744 shares of CrowdStrike worth $714K as of Q2 2026.
  • Total Wealth Planning & Management bought 552 CrowdStrike shares in Q2 2026, an estimated $78.4K.
  • CrowdStrike made up 0.48% of Total Wealth Planning & Management's portfolio in Q2 2026, its #64 holding.
  • Total Wealth Planning & Management first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.