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Axim Planning & Wealth’s Credo Technology Group CRDO Stock Holding History

Axim Planning & Wealth’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
Q3 		– Sell
-2,807
Closed -$260K – 91
2025
Q2 		$260K Sell
2,807
-2,275
-45% -$133K 0.24% 42
2025
Q1 		$204K Buy
+5,082
New +$316K 0.18% 39

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Axim Planning & Wealth's CRDO Position: Q3 2025 in Review

Axim Planning & Wealth sold out of Credo Technology Group (CRDO) in Q3 2025, closing a stake of 2,807 shares — an estimated $260K sold.

Axim Planning & Wealth first reported a position in CRDO in Q1 2025 and held it in 2 quarters. The position peaked at $260K in Q2 2025. 637 funds tracked by Wall St. Rank hold CRDO as of Q3 2025.

  • Axim Planning & Wealth reported no remaining Credo Technology Group position as of Q3 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 2,807 Credo Technology Group shares in Q3 2025, an estimated $260K.
  • Axim Planning & Wealth first reported a position in Credo Technology Group in Q1 2025 and held it in 2 quarters.
  • Axim Planning & Wealth's Credo Technology Group position peaked at $260K in Q2 2025.
  • 637 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.