WPA
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Wealth Preservation Advisors’s CrowdStrike CRWD Stock Holding History

Wealth Preservation Advisors’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 		$8.2K Hold
84
– – 0.01% 432
2025
Q4 		$9.84K Hold
84
– – 0.01% 301
2025
Q3 		$10.3K Sell
84
-3,680
-98% -$418K 0.01% 292
2025
Q2 		$479K Buy
3,764
+3,672
+3,991% +$398K 0.3% 44
2025
Q1 		$8.11K Buy
+92
New +$8.77K 0.01% 328

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

Wealth Preservation Advisors's CRWD Position: Q1 2026 in Review

Wealth Preservation Advisors held its CrowdStrike (CRWD) position steady in Q1 2026 at 84 shares worth $8.2K. The position accounts for 0.01% of the portfolio, ranked #432.

Wealth Preservation Advisors first reported a position in CRWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $479K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Wealth Preservation Advisors held 84 shares of CrowdStrike worth $8.2K as of Q1 2026.
  • Wealth Preservation Advisors left its CrowdStrike share count unchanged in Q1 2026.
  • CrowdStrike made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #432 holding.
  • Wealth Preservation Advisors first reported a position in CrowdStrike in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's CrowdStrike position peaked at $479K in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.