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B. Riley Wealth Advisors’s Credo Technology Group CRDO Stock Holding History

B. Riley 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
-2,592
Closed -$377K – 1056
2025
Q3 		$377K Sell
2,592
-351
-12% -$43K 0.02% 631
2025
Q2 		$272K Buy
+2,943
New +$172K 0.01% 752
2024
Q4 		$498K Buy
+7,404
New +$368K 0.02% 699

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

B. Riley Wealth Advisors's CRDO Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Credo Technology Group (CRDO) in Q4 2025, closing a stake of 2,592 shares — an estimated $377K sold.

B. Riley Wealth Advisors first reported a position in CRDO in Q4 2024 and held it in 3 quarters. The position peaked at $498K in Q4 2024. 751 funds tracked by Wall St. Rank hold CRDO as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Credo Technology Group position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,592 Credo Technology Group shares in Q4 2025, an estimated $377K.
  • B. Riley Wealth Advisors first reported a position in Credo Technology Group in Q4 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Credo Technology Group position peaked at $498K in Q4 2024.
  • 751 funds tracked by Wall St. Rank held Credo Technology Group as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.