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Arete Wealth Advisors’s Credo Technology Group CRDO Stock Holding History

Arete Wealth Advisors’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,041
Closed -$443K – 441
2025
Q3 		$443K Sell
3,041
-1,303
-30% -$159K 0.03% 482
2025
Q2 		$402K Buy
+4,344
New +$253K 0.03% 483

Other funds holding CRDO

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arete Wealth Advisors's CRDO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Credo Technology Group (CRDO) in Q4 2025, closing a stake of 3,041 shares — an estimated $443K sold.

Arete Wealth Advisors first reported a position in CRDO in Q2 2025 and held it in 2 quarters. The position peaked at $443K in Q3 2025. 754 funds tracked by Wall St. Rank hold CRDO as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Credo Technology Group position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,041 Credo Technology Group shares in Q4 2025, an estimated $443K.
  • Arete Wealth Advisors first reported a position in Credo Technology Group in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Credo Technology Group position peaked at $443K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Credo Technology Group as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.