WealthShield Partners’s CrowdStrike CRWD Stock Holding History

WealthShield 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 Q1	$4.15M	Sell	42,480 -19,352	-31%	-$2.05M	0.46%	58
2025 Q4	$7.25M	Buy	61,832 +592	+1%	+$75.4K	0.8%	29
2025 Q3	$7.51M	Buy	61,240 +624	+1%	+$70.9K	0.85%	27
2025 Q2	$7.72M	Sell	60,616 -6,864	-10%	-$744K	0.93%	25
2025 Q1	$5.95M	Buy	67,480 +1,788	+3%	+$170K	0.76%	35
2024 Q4	$5.62M	Sell	65,692 -2,480	-4%	-$206K	0.8%	35
2024 Q3	$4.78M	Buy	68,172 +24,300	+55%	+$1.73M	0.65%	38
2024 Q2	$4.2M	Buy	+43,872	New	+$3.65M	0.64%	36
2021 Q3	–	Sell	-2,772	Closed	-$174K	–	327
2021 Q2	$174K	Buy	2,772 +1,752	+172%	+$94.3K	0.03%	282
2021 Q1	$47K	Buy	+1,020	New	+$54K	0.01%	468

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

WealthShield Partners's CRWD Position: Q1 2026 in Review

WealthShield Partners reduced its CrowdStrike (CRWD) stake by 31% in Q1 2026, selling an estimated $2.05M and leaving 42,480 shares worth $4.15M. The position accounts for 0.46% of the portfolio, ranked #58.

WealthShield Partners first reported a position in CRWD in Q1 2021 and has held it in 10 quarters since. The position peaked at $7.72M in Q2 2025. 2,074 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

WealthShield Partners held 42,480 shares of CrowdStrike worth $4.15M as of Q1 2026.
WealthShield Partners sold 19,352 CrowdStrike shares in Q1 2026, an estimated $2.05M.
CrowdStrike made up 0.46% of WealthShield Partners's portfolio in Q1 2026, its #58 holding.
WealthShield Partners first reported a position in CrowdStrike in Q1 2021 and has held it in 10 quarters since.
WealthShield Partners's CrowdStrike position peaked at $7.72M in Q2 2025.
2,074 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.