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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Total Wealth Planning & Management's CRWD Position: Q1 2026 in Review

Total Wealth Planning & Management increased its CrowdStrike (CRWD) stake by 3.9% in Q1 2026, buying an estimated $12.7K and bringing the position to 3,192 shares worth $312K. The position accounts for 0.23% of the portfolio, ranked #152.

Total Wealth Planning & Management first reported a position in CRWD in Q4 2024 and has held it in 5 quarters since. The position peaked at $360K in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Total Wealth Planning & Management held 3,192 shares of CrowdStrike worth $312K as of Q1 2026.
  • Total Wealth Planning & Management bought 120 CrowdStrike shares in Q1 2026, an estimated $12.7K.
  • CrowdStrike made up 0.23% of Total Wealth Planning & Management's portfolio in Q1 2026, its #152 holding.
  • Total Wealth Planning & Management first reported a position in CrowdStrike in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's CrowdStrike position peaked at $360K in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.