Wealth Dimensions Group’s CrowdStrike CRWD Stock Holding History

Wealth Dimensions 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	$475K	Sell	4,872 -160	-3%	-$17K	0.09%	107
2025 Q4	$590K	Buy	5,032 +96	+2%	+$12.2K	0.12%	93
2025 Q3	$605K	Buy	4,936 +28	+0.6%	+$3.18K	0.12%	94
2025 Q2	$625K	Buy	4,908 +524	+12%	+$56.8K	0.14%	91
2025 Q1	$386K	Buy	4,384 +360	+9%	+$34.3K	0.09%	111
2024 Q4	$344K	Buy	4,024 +200	+5%	+$16.6K	0.08%	112
2024 Q3	$268K	Buy	3,824 +644	+20%	+$45.7K	0.07%	122
2024 Q2	$305K	Hold	3,180	–	–	0.09%	109
2024 Q1	$255K	Hold	3,180	–	–	0.08%	122
2023 Q4	$203K	Buy	+3,180	New	+$167K	0.06%	133

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Dimensions Group's CRWD Position: Q1 2026 in Review

Wealth Dimensions Group reduced its CrowdStrike (CRWD) stake by 3.2% in Q1 2026, selling an estimated $17K and leaving 4,872 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #107.

Wealth Dimensions Group first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $625K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Wealth Dimensions Group held 4,872 shares of CrowdStrike worth $475K as of Q1 2026.
Wealth Dimensions Group sold 160 CrowdStrike shares in Q1 2026, an estimated $17K.
CrowdStrike made up 0.09% of Wealth Dimensions Group's portfolio in Q1 2026, its #107 holding.
Wealth Dimensions Group first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
Wealth Dimensions Group's CrowdStrike position peaked at $625K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.