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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
Q2 		$190K Buy
700
+50
+8% +$9.88K 0.1% 100
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRDO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Credo Technology Group (CRDO) stake by 7.7% in Q2 2026, buying an estimated $9.88K and bringing the position to 700 shares worth $190K. The position accounts for 0.1% of the portfolio, ranked #100.

Mark Sheptoff Financial Planning first reported a position in CRDO in Q2 2025 and has held it in 5 quarters since. The position peaked at $741K in Q4 2025. 982 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Mark Sheptoff Financial Planning held 700 shares of Credo Technology Group worth $190K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 50 Credo Technology Group shares in Q2 2026, an estimated $9.88K.
  • Credo Technology Group made up 0.1% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #100 holding.
  • Mark Sheptoff Financial Planning first reported a position in Credo Technology Group in Q2 2025 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's Credo Technology Group position peaked at $741K in Q4 2025.
  • 982 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.