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

Dakota 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
2025
Q3 		– Sell
-5,446
Closed -$504K – 677
2025
Q2 		$504K Buy
+5,446
New +$318K 0.01% 511
2025
Q1 		– Sell
-6,362
Closed -$428K – 761
2024
Q4 		$428K Sell
6,362
-1,327
-17% -$65.9K 0.01% 540
2024
Q3 		$237K Buy
+7,689
New +$229K 0.01% 650

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

Dakota Wealth Management's CRDO Position: Q3 2025 in Review

Dakota Wealth Management sold out of Credo Technology Group (CRDO) in Q3 2025, closing a stake of 5,446 shares — an estimated $504K sold.

Dakota Wealth Management first reported a position in CRDO in Q3 2024 and held it in 3 quarters. The position peaked at $504K in Q2 2025. 637 funds tracked by Wall St. Rank hold CRDO as of Q3 2025.

  • Dakota Wealth Management reported no remaining Credo Technology Group position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 5,446 Credo Technology Group shares in Q3 2025, an estimated $504K.
  • Dakota Wealth Management first reported a position in Credo Technology Group in Q3 2024 and held it in 3 quarters.
  • Dakota Wealth Management's Credo Technology Group position peaked at $504K in Q2 2025.
  • 637 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.