UFPG
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United Financial Planning Group’s CrowdStrike CRWD Stock Holding History

United 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
Q1 		– Sell
-28
Closed -$3.28K – 507
2025
Q4 		$3.28K Buy
+28
New +$3.56K ﹤0.01% 300

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Financial Planning Group's CRWD Position: Q1 2026 in Review

United Financial Planning Group sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 28 shares — an estimated $3.28K sold.

United Financial Planning Group first reported a position in CRWD in Q4 2025 and held it in 1 quarter. The position peaked at $3.28K in Q4 2025. 2,092 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • United Financial Planning Group reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 28 CrowdStrike shares in Q1 2026, an estimated $3.28K.
  • United Financial Planning Group first reported a position in CrowdStrike in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's CrowdStrike position peaked at $3.28K in Q4 2025.
  • 2,092 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.