WealthPLAN Partners’s CrowdStrike CRWD Stock Holding History

WealthPLAN Partners’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	$466K	Buy	2,440 +224	+10%	+$31.8K	0.09%	168
2026 Q1	$216K	Sell	2,216 -5,636	-72%	-$597K	0.04%	211
2025 Q4	$920K	Buy	7,852 +396	+5%	+$50.4K	0.14%	138
2025 Q3	$914K	Buy	7,456 +1,516	+26%	+$172K	0.14%	133
2025 Q2	$756K	Buy	5,940 +188	+3%	+$20.4K	0.12%	143
2025 Q1	$507K	Buy	5,752 +240	+4%	+$22.9K	0.07%	166
2024 Q4	$471K	Buy	5,512 +480	+10%	+$39.9K	0.07%	174
2024 Q3	$353K	Buy	5,032 +2,424	+93%	+$172K	0.05%	216
2024 Q2	$250K	Buy	+2,608	New	+$217K	0.03%	270
2023 Q3	–	Sell	-1,064	Closed	-$39.1K	–	471
2023 Q2	$39.1K	Sell	1,064 -44	-4%	-$1.53K	0.01%	556
2023 Q1	$38K	Buy	+1,108	New	+$32K	﹤0.01%	606

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 $3.37T AUM 44.26% 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 Partners's CRWD Position: Q2 2026 in Review

WealthPLAN Partners increased its CrowdStrike (CRWD) stake by 10% in Q2 2026, buying an estimated $31.8K and bringing the position to 2,440 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #168.

WealthPLAN Partners first reported a position in CRWD in Q1 2023 and has held it in 11 quarters since. The position peaked at $920K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

WealthPLAN Partners held 2,440 shares of CrowdStrike worth $466K as of Q2 2026.
WealthPLAN Partners bought 224 CrowdStrike shares in Q2 2026, an estimated $31.8K.
CrowdStrike made up 0.09% of WealthPLAN Partners's portfolio in Q2 2026, its #168 holding.
WealthPLAN Partners first reported a position in CrowdStrike in Q1 2023 and has held it in 11 quarters since.
WealthPLAN Partners's CrowdStrike position peaked at $920K in Q4 2025.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.