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Triad Wealth Partners’s CrowdStrike CRWD Stock Holding History

Triad 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 		$900K Buy
9,224
+292
+3% +$30.9K 0.07% 187
2025
Q4 		$1.05M Buy
8,932
+736
+9% +$93.7K 0.1% 150
2025
Q3 		$1M Buy
8,196
+5,888
+255% +$669K 0.13% 117
2025
Q2 		$294K Buy
+2,308
New +$250K 0.06% 220
2024
Q3 		– Sell
-28
Closed -$2.68K – 230
2024
Q2 		$2.68K Buy
+28
New +$2.33K ﹤0.01% 710

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

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

Triad Wealth Partners increased its CrowdStrike (CRWD) stake by 3.3% in Q1 2026, buying an estimated $30.9K and bringing the position to 9,224 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #187.

Triad Wealth Partners first reported a position in CRWD in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Triad Wealth Partners held 9,224 shares of CrowdStrike worth $900K as of Q1 2026.
  • Triad Wealth Partners bought 292 CrowdStrike shares in Q1 2026, an estimated $30.9K.
  • CrowdStrike made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #187 holding.
  • Triad Wealth Partners first reported a position in CrowdStrike in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's CrowdStrike position peaked at $1.05M in Q4 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.