Carson Wealth (CWM LLC)
CRDO icon

Carson Wealth (CWM LLC)’s Credo Technology Group CRDO Stock Holding History

Carson Wealth (CWM 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
Q1 		$850K Sell
9,052
-1,212
-12% -$148K ﹤0.01% 1647
2025
Q4 		$1.48M Buy
10,264
+42
+0.4% +$6.46K ﹤0.01% 1292
2025
Q3 		$1.49M Buy
10,222
+1,713
+20% +$210K ﹤0.01% 1221
2025
Q2 		$788K Buy
8,509
+645
+8% +$37.6K ﹤0.01% 1383
2025
Q1 		$316K Buy
7,864
+4,111
+110% +$256K ﹤0.01% 1638
2024
Q4 		$252K Buy
3,753
+966
+35% +$48K ﹤0.01% 1691
2024
Q3 		$86K Buy
2,787
+1,432
+106% +$42.7K ﹤0.01% 2293
2024
Q2 		$43K Buy
1,355
+594
+78% +$13.1K ﹤0.01% 2576
2024
Q1 		$16K Buy
761
+731
+2,437% +$15.3K ﹤0.01% 3034
2023
Q4 		$1K Buy
30
+22
+275% +$374 ﹤0.01% 3922
2023
Q3 		$0 Buy
+8
New +$126 ﹤0.01% 4224
2023
Q2 		– Sell
-49
Closed – – 4207
2023
Q1 		$0 Buy
+49
New +$619 ﹤0.01% 4088

Other funds holding CRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CRDO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Credo Technology Group (CRDO) stake by 12% in Q1 2026, selling an estimated $148K and leaving 9,052 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Carson Wealth (CWM LLC) first reported a position in CRDO in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q3 2025. 712 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,052 shares of Credo Technology Group worth $850K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,212 Credo Technology Group shares in Q1 2026, an estimated $148K.
  • Credo Technology Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1647 holding.
  • Carson Wealth (CWM LLC) first reported a position in Credo Technology Group in Q1 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Credo Technology Group position peaked at $1.49M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.