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Concord Wealth Partners’s Credo Technology Group CRDO Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-118
Closed -$10.9K – 843
2025
Q2 		$10.9K Buy
+118
New +$6.88K ﹤0.01% 530

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
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Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Concord Wealth Partners's CRDO Position: Q3 2025 in Review

Concord Wealth Partners sold out of Credo Technology Group (CRDO) in Q3 2025, closing a stake of 118 shares — an estimated $10.9K sold.

Concord Wealth Partners first reported a position in CRDO in Q2 2025 and held it in 1 quarter. The position peaked at $10.9K in Q2 2025. 637 funds tracked by Wall St. Rank hold CRDO as of Q3 2025.

  • Concord Wealth Partners reported no remaining Credo Technology Group position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 118 Credo Technology Group shares in Q3 2025, an estimated $10.9K.
  • Concord Wealth Partners first reported a position in Credo Technology Group in Q2 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Credo Technology Group position peaked at $10.9K in Q2 2025.
  • 637 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.