Position in CRWD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228,942
-$102,906 QoQ
Shares Held
1,200
-64.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,821
of 2,437 holders
Holding Since
Dec 2024
7 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, 2026Uniting Wealth Partners, LLC holds $9,827,641 across 8 Software - Infrastructure names. CRWD ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,413 | $3,511,237 | |
| 2 | CRWV |
CoreWeave, Inc.
|
18,591 | $1,850,548 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
15,292 | $1,784,117 | |
| 4 | ORCL |
Oracle Corp
|
6,811 | $998,152 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
29,379 | $751,808 | |
| 6 | PANW |
Palo Alto Networks Inc
|
2,017 | $687,837 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,200 | $228,942 | |
| 8 | ZENA |
ZenaTech, Inc.
|
10,000 | $15,000 |
All Filings in CRWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,942 | 300 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $331,848 | 850 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $867,206 | 1,850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $907,203 | 1,850 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $942,223 | 1,850 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $617,015 | 1,750 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $564,564 | 1,650 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||