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Forum Financial Management’s Credo Technology Group CRDO Stock Holding History

Forum Financial 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
-3,764
Closed -$542K – 486
2025
Q4 		$542K Buy
3,764
+1
+0% +$154 0.01% 435
2025
Q3 		$548K Buy
3,763
+6
+0.2% +$734 0.01% 425
2025
Q2 		$348K Buy
+3,757
New +$219K 0.01% 579
2025
Q1 		– Sell
-3,757
Closed -$253K – 878
2024
Q4 		$253K Buy
+3,757
New +$187K ﹤0.01% 720

Other funds holding CRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
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

Forum Financial Management's CRDO Position: Q1 2026 in Review

Forum Financial Management sold out of Credo Technology Group (CRDO) in Q1 2026, closing a stake of 3,764 shares — an estimated $542K sold.

Forum Financial Management first reported a position in CRDO in Q4 2024 and held it in 4 quarters. The position peaked at $548K in Q3 2025. 712 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Forum Financial Management reported no remaining Credo Technology Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,764 Credo Technology Group shares in Q1 2026, an estimated $542K.
  • Forum Financial Management first reported a position in Credo Technology Group in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Credo Technology Group position peaked at $548K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.