Legacy Wealth Asset Management’s Credo Technology Group CRDO Stock Holding History

Legacy Wealth Asset 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 Q3	–	Sell	-2,751	Closed	-$748K	–	369
2026 Q2	$748K	Buy	+2,751	New	+$544K	0.16%	191
2026 Q1	–	Sell	-1,620	Closed	-$233K	–	378
2025 Q4	$233K	Buy	1,620 +26	+2%	+$4K	0.06%	342
2025 Q3	$232K	Buy	+1,594	New	+$195K	0.06%	339

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

IFS

Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management's CRDO Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Credo Technology Group (CRDO) in Q3 2026, closing a stake of 2,751 shares — an estimated $748K sold.

Legacy Wealth Asset Management first reported a position in CRDO in Q3 2025 and held it in 3 quarters. The position peaked at $748K in Q2 2026. 35 funds tracked by Wall St. Rank hold CRDO as of Q3 2026.

Legacy Wealth Asset Management reported no remaining Credo Technology Group position as of Q3 2026 after selling out during the quarter.
Legacy Wealth Asset Management sold 2,751 Credo Technology Group shares in Q3 2026, an estimated $748K.
Legacy Wealth Asset Management first reported a position in Credo Technology Group in Q3 2025 and held it in 3 quarters.
Legacy Wealth Asset Management's Credo Technology Group position peaked at $748K in Q2 2026.
35 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.