Position in CRWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,059,045
+$2,912,891 QoQ
Shares Held
37,000
-12.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#550
of 2,437 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WealthShield Partners, LLC holds $23,909,006 across 6 Software - Infrastructure names. CRWD ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,078 | $10,846,675 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
37,000 | $7,059,045 | |
| 3 | PANW |
Palo Alto Networks Inc
|
15,673 | $5,344,806 | |
| 4 | ORCL |
Oracle Corp
|
1,636 | $239,755 | |
| 5 | SNPS |
Synopsys Inc
|
487 | $217,236 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,727 | $201,489 |
All Filings in CRWD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,059,045 | 9,250 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,146,154 | 10,620 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,246,092 | 15,458 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,507,717 | 15,310 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,718,083 | 15,154 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,948,024 | 16,870 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,619,293 | 16,423 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,780,050 | 17,043 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,202,827 | 10,968 | Shares | Sole | 2024-07-26 | |
| 2021-06-30 | $174,157 | 693 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $46,540 | 255 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||