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Comprehensive Financial Planning’s Credo Technology Group CRDO Stock Holding History

Comprehensive Financial Planning’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
-1,865
Closed -$272K – 416
2025
Q3 		$272K Sell
1,865
-1,928
-51% -$236K 0.19% 86
2025
Q2 		$351K Buy
+3,793
New +$221K 0.28% 78
2025
Q1 		– Sell
-2,171
Closed -$146K – 338
2024
Q4 		$146K Buy
+2,171
New +$108K 0.12% 107

Other funds holding CRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Comprehensive Financial Planning's CRDO Position: Q4 2025 in Review

Comprehensive Financial Planning sold out of Credo Technology Group (CRDO) in Q4 2025, closing a stake of 1,865 shares — an estimated $272K sold.

Comprehensive Financial Planning first reported a position in CRDO in Q4 2024 and held it in 3 quarters. The position peaked at $351K in Q2 2025. 752 funds tracked by Wall St. Rank hold CRDO as of Q4 2025.

  • Comprehensive Financial Planning reported no remaining Credo Technology Group position as of Q4 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 1,865 Credo Technology Group shares in Q4 2025, an estimated $272K.
  • Comprehensive Financial Planning first reported a position in Credo Technology Group in Q4 2024 and held it in 3 quarters.
  • Comprehensive Financial Planning's Credo Technology Group position peaked at $351K in Q2 2025.
  • 752 funds tracked by Wall St. Rank held Credo Technology Group as of Q4 2025.

Based on Comprehensive Financial Planning's 13F filing for Q4 2025, filed 11 Feb 2026.