Position in CRWD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$475,245
-$468,375 QoQ
Shares Held
9,964
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,473
of 2,437 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $15,642,509 across 15 Software - Infrastructure names. CRWD ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,888 | $7,045,601 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
23,235 | $2,710,827 | |
| 3 | ORCL |
Oracle Corp
|
9,336 | $1,368,190 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,788 | $735,532 | |
| 5 | NET |
Cloudflare, Inc.
|
2,063 | $506,012 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
9,964 | $475,245 | |
| 7 | RBRK |
Rubrik, Inc.
|
5,377 | $431,665 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,697 | $426,897 |
All Filings in CRWD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,245 | 2,491 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $943,620 | 2,417 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,157,368 | 2,469 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,150,921 | 2,347 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,154,605 | 2,267 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $659,324 | 1,870 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||