WDG
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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
Q2 		$923K Sell
4,840
-32
-0.7% -$4.55K 0.17% 72
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
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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Dimensions Group's CRWD Position: Q2 2026 in Review

Wealth Dimensions Group reduced its CrowdStrike (CRWD) stake by 0.66% in Q2 2026, selling an estimated $4.55K and leaving 4,840 shares worth $923K. The position accounts for 0.17% of the portfolio, ranked #72.

Wealth Dimensions Group first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Wealth Dimensions Group held 4,840 shares of CrowdStrike worth $923K as of Q2 2026.
  • Wealth Dimensions Group sold 32 CrowdStrike shares in Q2 2026, an estimated $4.55K.
  • CrowdStrike made up 0.17% of Wealth Dimensions Group's portfolio in Q2 2026, its #72 holding.
  • Wealth Dimensions Group first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.