Position in CRWD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$30,525
-$5,451,221 QoQ
Shares Held
160
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,264
of 2,437 holders
Holding Since
Jun 2023
12 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, 2026PETERSON WEALTH MANAGEMENT holds $9,828,045 across 7 Software - Infrastructure names. CRWD ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,724 | $8,849,526 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,205 | $840,607 | |
| 3 | PATH |
UiPath, Inc.
|
5,650 | $61,415 | |
| 4 | CRWV |
CoreWeave, Inc.
|
356 | $35,436 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
160 | $30,525 | |
| 6 | AI |
C3.ai, Inc.
|
900 | $8,181 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
15 | $2,355 |
All Filings in CRWD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,525 | 40 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,481,746 | 14,041 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,165,600 | 13,153 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,486,832 | 3,032 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $2,748,236 | 5,396 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $956,902 | 2,714 | Shares | Sole | 2025-06-16 | |
| 2024-12-31 | $217,613 | 636 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $4,077,524 | 10,641 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,059,149 | 6,423 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,143,067 | 4,477 | Shares | Sole | 2024-02-22 | |
| 2023-09-30 | $721,909 | 4,313 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $578,227 | 3,937 | Shares | Sole | 2023-08-17 | |
| No filing history on record for this holder in this stock. | ||||||