Walled Lake Planning & Wealth Management’s CrowdStrike CRWD Stock Holding History

Walled Lake Planning & Wealth 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	$215K	Buy	+1,128	New	+$160K	0.05%	135
2021 Q4	–	Sell	-728	Closed	-$45K	–	145
2021 Q3	$45K	Hold	728	–	–	0.03%	168
2021 Q2	$46K	Hold	728	–	–	0.03%	156
2021 Q1	$33K	Hold	728	–	–	0.02%	165
2020 Q4	$39K	Hold	728	–	–	0.03%	151
2020 Q3	$25K	Hold	728	–	–	0.02%	160
2020 Q2	$18K	Buy	+728	New	+$14.6K	0.02%	160

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,128 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings. This is a return to the name: Walled Lake Planning & Wealth Management previously reported a position in CRWD as recently as Q3 2021.

Walled Lake Planning & Wealth Management first reported a position in CRWD in Q2 2020 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Walled Lake Planning & Wealth Management held 1,128 shares of CrowdStrike worth $215K as of Q2 2026.
CrowdStrike was a new Walled Lake Planning & Wealth Management position in Q2 2026.
CrowdStrike made up 0.05% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #135 holding.
Walled Lake Planning & Wealth Management first reported a position in CrowdStrike in Q2 2020 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.