Circle Wealth Management’s Credo Technology Group CRDO Stock Holding History

Circle Wealth Management’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	–	Sell	-17,275	Closed	-$2.49M	–	266
2025 Q4	$2.49M	Sell	17,275 -5,468	-24%	-$841K	0.04%	74
2025 Q3	$3.31M	Buy	22,743 +909	+4%	+$111K	0.06%	62
2025 Q2	$2.02M	Buy	21,834 +8,147	+60%	+$475K	0.04%	78
2025 Q1	$550K	Sell	13,687 -27,454	-67%	-$1.71M	0.01%	158
2024 Q4	$2.77M	Sell	41,141 -9,923	-19%	-$493K	0.06%	63
2024 Q3	$1.57M	Buy	51,064 +23,397	+85%	+$697K	0.03%	84
2024 Q2	$884K	Buy	+27,667	New	+$612K	0.02%	106

Other funds holding CRDO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Circle Wealth Management's CRDO Position: Q1 2026 in Review

Circle Wealth Management sold out of Credo Technology Group (CRDO) in Q1 2026, closing a stake of 17,275 shares — an estimated $2.49M sold.

Circle Wealth Management first reported a position in CRDO in Q2 2024 and held it in 7 quarters. The position peaked at $3.31M in Q3 2025. 712 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

Circle Wealth Management reported no remaining Credo Technology Group position as of Q1 2026 after selling out during the quarter.
Circle Wealth Management sold 17,275 Credo Technology Group shares in Q1 2026, an estimated $2.49M.
Circle Wealth Management first reported a position in Credo Technology Group in Q2 2024 and held it in 7 quarters.
Circle Wealth Management's Credo Technology Group position peaked at $3.31M in Q3 2025.
712 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.