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 Q2	$3.99M	Buy	20,904 +2,808	+16%	+$399K	0.2%	105
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPlan Investment Management's CRWD Position: Q2 2026 in Review

WealthPlan Investment Management increased its CrowdStrike (CRWD) stake by 16% in Q2 2026, buying an estimated $399K and bringing the position to 20,904 shares worth $3.99M. The position accounts for 0.2% of the portfolio, ranked #105.

WealthPlan Investment Management first reported a position in CRWD in Q1 2023 and has held it in 9 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

WealthPlan Investment Management held 20,904 shares of CrowdStrike worth $3.99M as of Q2 2026.
WealthPlan Investment Management bought 2,808 CrowdStrike shares in Q2 2026, an estimated $399K.
CrowdStrike made up 0.2% of WealthPlan Investment Management's portfolio in Q2 2026, its #105 holding.
WealthPlan Investment Management first reported a position in CrowdStrike in Q1 2023 and has held it in 9 quarters since.
2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.