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Mark Sheptoff Financial Planning’s Credo Technology Group CRDO Stock Holding History

Mark Sheptoff Financial Planning’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 		$126K Sell
650
-4,500
-87% -$548K 0.07% 123
2025
Q4 		$741K Buy
5,150
+100
+2% +$15.4K 0.35% 44
2025
Q3 		$735K Buy
5,050
+4,900
+3,267% +$600K 0.35% 43
2025
Q2 		$13.9K Buy
+150
New +$8.75K 0.01% 308

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRDO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Credo Technology Group (CRDO) stake by 87% in Q1 2026, selling an estimated $548K and leaving 650 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #123.

Mark Sheptoff Financial Planning first reported a position in CRDO in Q2 2025 and has held it in 4 quarters since. The position peaked at $741K in Q4 2025. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Mark Sheptoff Financial Planning held 650 shares of Credo Technology Group worth $126K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 4,500 Credo Technology Group shares in Q1 2026, an estimated $548K.
  • Credo Technology Group made up 0.07% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #123 holding.
  • Mark Sheptoff Financial Planning first reported a position in Credo Technology Group in Q2 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Credo Technology Group position peaked at $741K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.