DLA
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Douglas Lane & Associates’s Credo Technology Group CRDO Stock Holding History

Douglas Lane & Associates’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
Q3 		– Sell
-822
Closed -$224K – 249
2026
Q2 		$224K Buy
+822
New +$162K ﹤0.01% 245

Other funds holding CRDO

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QFMHK
Q Fund Management (Hong Kong) Hong Kong $104M AUM 789.73% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Douglas Lane & Associates's CRDO Position: Q3 2026 in Review

Douglas Lane & Associates sold out of Credo Technology Group (CRDO) in Q3 2026, closing a stake of 822 shares — an estimated $224K sold.

Douglas Lane & Associates first reported a position in CRDO in Q2 2026 and held it in 1 quarter. The position peaked at $224K in Q2 2026. 62 funds tracked by Wall St. Rank hold CRDO as of Q3 2026.

  • Douglas Lane & Associates reported no remaining Credo Technology Group position as of Q3 2026 after selling out during the quarter.
  • Douglas Lane & Associates sold 822 Credo Technology Group shares in Q3 2026, an estimated $224K.
  • Douglas Lane & Associates first reported a position in Credo Technology Group in Q2 2026 and held it in 1 quarter.
  • Douglas Lane & Associates's Credo Technology Group position peaked at $224K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.