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Bogart Wealth LLC’s Credo Technology Group CRDO Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$74K Buy
272
+257
+1,713% +$50.8K ﹤0.01% 455
2026
Q1 		$1.41K Buy
15
+12
+400% +$1.46K ﹤0.01% 1359
2025
Q4 		$432 Sell
3
-68
-96% -$10.5K ﹤0.01% 1501
2025
Q3 		$10.3K Buy
+71
New +$8.69K ﹤0.01% 825
2025
Q1 		– Sell
-9
Closed -$605 – 1437
2024
Q4 		$605 Buy
+9
New +$447 ﹤0.01% 1260

Other funds holding CRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bogart Wealth LLC's CRDO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Credo Technology Group (CRDO) stake by 1,713% in Q2 2026, buying an estimated $50.8K and bringing the position to 272 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Bogart Wealth LLC first reported a position in CRDO in Q4 2024 and has held it in 5 quarters since. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Bogart Wealth LLC held 272 shares of Credo Technology Group worth $74K as of Q2 2026.
  • Bogart Wealth LLC bought 257 Credo Technology Group shares in Q2 2026, an estimated $50.8K.
  • Credo Technology Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #455 holding.
  • Bogart Wealth LLC first reported a position in Credo Technology Group in Q4 2024 and has held it in 5 quarters since.
  • 980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.