WealthPlan Investment Management’s CrowdStrike CRWD Stock Holding History

WealthPlan Investment 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 Q1	$1.77M	Buy	18,096 +8,344	+86%	+$884K	0.1%	166
2025 Q4	$1.14M	Buy	9,752 +4,216	+76%	+$537K	0.07%	187
2025 Q3	$679K	Sell	5,536 -116	-2%	-$13.2K	0.05%	205
2025 Q2	$720K	Buy	5,652 +1,156	+26%	+$125K	0.05%	203
2025 Q1	$396K	Buy	4,496 +48	+1%	+$4.57K	0.04%	198
2024 Q4	$380K	Buy	+4,448	New	+$370K	0.04%	196
2023 Q3	–	Sell	-300	Closed	-$11K	–	197
2023 Q2	$11K	Hold	300	–	–	﹤0.01%	274
2023 Q1	$10.3K	Buy	+300	New	+$8.67K	﹤0.01%	325

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

WealthPlan Investment Management's CRWD Position: Q1 2026 in Review

WealthPlan Investment Management increased its CrowdStrike (CRWD) stake by 86% in Q1 2026, buying an estimated $884K and bringing the position to 18,096 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #166.

WealthPlan Investment Management first reported a position in CRWD in Q1 2023 and has held it in 8 quarters since. 2,074 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

WealthPlan Investment Management held 18,096 shares of CrowdStrike worth $1.77M as of Q1 2026.
WealthPlan Investment Management bought 8,344 CrowdStrike shares in Q1 2026, an estimated $884K.
CrowdStrike made up 0.1% of WealthPlan Investment Management's portfolio in Q1 2026, its #166 holding.
WealthPlan Investment Management first reported a position in CrowdStrike in Q1 2023 and has held it in 8 quarters since.
2,074 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.